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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 | $39,946 | $127,387-68.6% | $115,038-65.3% | $125,389-68.1% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | 7.96% | 31.28%-23.3pp | 26.14%-18.2pp | 282.24%-274.3pp |
| Employer contribution / active EE | $1,812 | $5,166-64.9% | $4,608-60.7% | $4,866-62.8% |
| Participant deferral / active EE | $2,333 | $6,423-63.7% | $6,026-61.3% | $5,352-56.4% |
| Admin fee / account holder | $3,623 | $9,516-61.9% | $8,175-55.7% | $9,541-62.0% |