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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,078 | $97,289-55.7% | $92,805-53.6% | $155,188-72.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 22.66% | 29.03%-6.4pp | 31.59%-8.9pp | 148.84%-126.2pp |
| Employer contribution / active EE | $2,177 | $3,632-40.1% | $3,424-36.4% | $4,248-48.7% |
| Participant deferral / active EE | $7,228 | $8,795-17.8% | $8,448-14.4% | $6,531+10.7% |
| Admin fee / account holder | $322 | $12,015-97.3% | $10,911-97.0% | $14,480-97.8% |