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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 | $107,666-60.0% | $102,184-57.8% | $154,746-72.2% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 22.66% | 29.33%-6.7pp | 31.58%-8.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,177 | $3,846-43.4% | $3,594-39.4% | $4,379-50.3% |
| Participant deferral / active EE | $7,228 | $8,719-17.1% | $8,309-13.0% | $6,730+7.4% |
| Admin fee / account holder | $322 | $12,943-97.5% | $11,609-97.2% | $14,365-97.8% |