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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 | $29,319 | $100,970-71.0% | $96,576-69.6% | $137,256-78.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 19.71% | 38.16%-18.4pp | 38.47%-18.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,490 | $3,809-34.6% | $3,553-29.9% | $4,156-40.1% |
| Participant deferral / active EE | $5,938 | $8,286-28.3% | $7,956-25.4% | $6,407-7.3% |
| Admin fee / account holder | $11,842 | $11,312+4.7% | $11,381+4.1% | $12,270-3.5% |