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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 | $37,133 | $181,896-79.6% | $156,551-76.3% | $273,972-86.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 8.11% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,706 | $6,248-72.7% | $5,501-69.0% | $4,869-65.0% |
| Participant deferral / active EE | $4,049 | $5,550-27.0% | $4,871-16.9% | $5,287-23.4% |
| Admin fee / account holder | $312 | $15,560-98.0% | $13,028-97.6% | $10,133-96.9% |