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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 | $37,675 | $97,289-61.3% | $92,805-59.4% | $155,188-75.7% |
| Participation rate | 89.5% | 84.2%+5.3pp | 83.5%+6.0pp | 80.8%+8.7pp |
| Annual return | 19.52% | 29.03%-9.5pp | 31.59%-12.1pp | 148.84%-129.3pp |
| Employer contribution / active EE | $3,042 | $3,632-16.2% | $3,424-11.1% | $4,248-28.4% |
| Participant deferral / active EE | $7,570 | $8,795-13.9% | $8,448-10.4% | $6,531+15.9% |
| Admin fee / account holder | $1,855 | $12,015-84.6% | $10,911-83.0% | $14,480-87.2% |