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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 | $31,545 | $182,442-82.7% | $163,379-80.7% | $138,895-77.3% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.8%+5.0pp | 79.9%+1.9pp |
| Annual return | 18.10% | 72.74%-54.6pp | 63.41%-45.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,438 | $4,159-41.4% | $3,752-35.0% | $4,194-41.9% |
| Participant deferral / active EE | $5,617 | $6,817-17.6% | $6,282-10.6% | $6,396-12.2% |
| Admin fee / account holder | $1,303 | $10,396-87.5% | $9,818-86.7% | $12,562-89.6% |