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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 | $37,634 | $162,967-76.9% | $135,792-72.3% | $138,895-72.9% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.6%+16.3pp | 79.9%+9.0pp |
| Annual return | 13.56% | 30.08%-16.5pp | 25.96%-12.4pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,627 | $4,211-61.4% | $3,496-53.4% | $4,194-61.2% |
| Participant deferral / active EE | $1,722 | $5,640-69.5% | $4,759-63.8% | $6,396-73.1% |
| Admin fee / account holder | $2,935 | $15,306-80.8% | $12,266-76.1% | $12,562-76.6% |