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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 | $70,532-39.4% | $68,948-38.0% | $137,256-68.8% |
| Participation rate | 84.6% | 81.0%+3.6pp | 79.2%+5.5pp | 80.0%+4.7pp |
| Annual return | 17.05% | 32.56%-15.5pp | 28.39%-11.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,602 | $4,355-40.3% | $4,165-37.5% | $4,156-37.4% |
| Participant deferral / active EE | $4,398 | $6,773-35.1% | $6,186-28.9% | $6,407-31.4% |
| Admin fee / account holder | $2,268 | $7,916-71.4% | $7,539-69.9% | $12,270-81.5% |