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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 | $185,141-79.7% | $153,416-75.5% | $155,188-75.7% |
| Participation rate | 88.9% | 79.9%+9.0pp | 74.3%+14.5pp | 80.8%+8.1pp |
| Annual return | 13.56% | 18.72%-5.2pp | 17.84%-4.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,627 | $4,489-63.8% | $3,764-56.8% | $4,248-61.7% |
| Participant deferral / active EE | $1,722 | $5,477-68.6% | $4,723-63.5% | $6,531-73.6% |
| Admin fee / account holder | $2,935 | $16,005-81.7% | $13,095-77.6% | $14,480-79.7% |