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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 | $56,219 | $199,109-71.8% | $173,730-67.6% | $154,746-63.7% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 17.31% | 20.02%-2.7pp | 19.96%-2.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,225 | $5,311-58.1% | $4,577-51.4% | $4,379-49.2% |
| Participant deferral / active EE | $3,718 | $7,113-47.7% | $6,326-41.2% | $6,730-44.8% |
| Admin fee / account holder | $3,635 | $20,916-82.6% | $17,523-79.3% | $14,365-74.7% |