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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 | $42,137 | $155,555-72.9% | $146,866-71.3% | $155,188-72.8% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.5%-6.0pp | 80.8%-4.3pp |
| Annual return | 14.84% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,818 | $4,647-17.8% | $4,425-13.7% | $4,248-10.1% |
| Participant deferral / active EE | $8,390 | $8,044+4.3% | $7,759+8.1% | $6,531+28.5% |
| Admin fee / account holder | $5,039 | $14,755-65.8% | $13,620-63.0% | $14,480-65.2% |