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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 | $45,782 | $127,387-64.1% | $115,038-60.2% | $125,389-63.5% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 2.59% | 31.28%-28.7pp | 26.14%-23.6pp | 282.24%-279.7pp |
| Employer contribution / active EE | $1,427 | $5,166-72.4% | $4,608-69.0% | $4,866-70.7% |
| Participant deferral / active EE | $6,904 | $6,423+7.5% | $6,026+14.6% | $5,352+29.0% |
| Admin fee / account holder | $2,697 | $9,516-71.7% | $8,175-67.0% | $9,541-71.7% |