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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 | $35,811 | $106,247-66.3% | $96,515-62.9% | $139,466-74.3% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 20.42% | 38.47%-18.1pp | 35.73%-15.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,771 | $4,106-32.5% | $3,740-25.9% | $4,754-41.7% |
| Participant deferral / active EE | $5,431 | $5,456-0.5% | $4,880+11.3% | $6,712-19.1% |
| Admin fee / account holder | $1,245 | $7,885-84.2% | $6,735-81.5% | $11,409-89.1% |