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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 | $37,924 | $155,555-75.6% | $146,866-74.2% | $155,188-75.6% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 12.72% | 115.41%-102.7pp | 102.85%-90.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,341 | $4,647-71.1% | $4,425-69.7% | $4,248-68.4% |
| Participant deferral / active EE | $8,996 | $8,044+11.8% | $7,759+15.9% | $6,531+37.7% |
| Admin fee / account holder | $12,596 | $14,755-14.6% | $13,620-7.5% | $14,480-13.0% |