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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 | $46,196 | $102,828-55.1% | $105,387-56.2% | $152,909-69.8% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 17.36% | 20.85%-3.5pp | 26.82%-9.5pp | 345.46%-328.1pp |
| Employer contribution / active EE | $2,732 | $4,473-38.9% | $4,213-35.2% | $4,764-42.7% |
| Participant deferral / active EE | $2,657 | $5,465-51.4% | $5,502-51.7% | $5,851-54.6% |
| Admin fee / account holder | $720 | $8,683-91.7% | $6,559-89.0% | $11,601-93.8% |