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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 | $42,764 | $90,538-52.8% | $88,457-51.7% | $154,746-72.4% |
| Participation rate | 84.6% | 80.9%+3.7pp | 78.6%+6.0pp | 80.7%+3.9pp |
| Annual return | 17.05% | 37.97%-20.9pp | 32.69%-15.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,602 | $4,914-47.1% | $4,681-44.4% | $4,379-40.6% |
| Participant deferral / active EE | $4,398 | $6,073-27.6% | $5,667-22.4% | $6,730-34.7% |
| Admin fee / account holder | $2,268 | $10,337-78.1% | $9,606-76.4% | $14,365-84.2% |