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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 | $38,499 | $100,970-61.9% | $96,576-60.1% | $137,256-72.0% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 15.86% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,532 | $3,809-59.8% | $3,553-56.9% | $4,156-63.1% |
| Participant deferral / active EE | $2,746 | $8,286-66.9% | $7,956-65.5% | $6,407-57.1% |
| Admin fee / account holder | $8,064 | $11,312-28.7% | $11,381-29.1% | $12,270-34.3% |