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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 | $39,344 | $155,555-74.7% | $146,866-73.2% | $155,188-74.6% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 18.50% | 115.41%-96.9pp | 102.85%-84.4pp | 148.84%-130.3pp |
| Employer contribution / active EE | $2,380 | $4,647-48.8% | $4,425-46.2% | $4,248-44.0% |
| Participant deferral / active EE | $5,591 | $8,044-30.5% | $7,759-27.9% | $6,531-14.4% |
| Admin fee / account holder | $3,091 | $14,755-79.1% | $13,620-77.3% | $14,480-78.7% |