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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 | $41,058 | $185,141-77.8% | $153,416-73.2% | $155,188-73.5% |
| Participation rate | 80.0% | 79.9%+0.1pp | 74.3%+5.7pp | 80.8%-0.8pp |
| Annual return | 17.99% | 18.72%-0.7pp | 17.84%+0.2pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,886 | $4,489-58.0% | $3,764-49.9% | $4,248-55.6% |
| Participant deferral / active EE | $6,181 | $5,477+12.9% | $4,723+30.9% | $6,531-5.4% |
| Admin fee / account holder | $337 | $16,005-97.9% | $13,095-97.4% | $14,480-97.7% |