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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 | $162,136-76.6% | $152,301-75.1% | $154,746-75.5% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 12.72% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,341 | $4,890-72.6% | $4,624-71.0% | $4,379-69.4% |
| Participant deferral / active EE | $8,996 | $8,341+7.9% | $8,004+12.4% | $6,730+33.7% |
| Admin fee / account holder | $12,596 | $15,759-20.1% | $14,398-12.5% | $14,365-12.3% |