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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 | $33,877 | $70,532-52.0% | $68,948-50.9% | $137,256-75.3% |
| Participation rate | 90.9% | 81.0%+9.9pp | 79.2%+11.7pp | 80.0%+10.9pp |
| Annual return | 28.43% | 32.56%-4.1pp | 28.39%0pp | 220.34%-191.9pp |
| Employer contribution / active EE | $2,765 | $4,355-36.5% | $4,165-33.6% | $4,156-33.5% |
| Participant deferral / active EE | $4,291 | $6,773-36.7% | $6,186-30.6% | $6,407-33.0% |
| Admin fee / account holder | $7,975 | $7,916+0.7% | $7,539+5.8% | $12,270-35.0% |