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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 | $42,110 | $73,978-43.1% | $96,515-56.4% | $75,173-44.0% |
| Participation rate | 78.2% | 66.4%+11.8pp | 74.3%+3.8pp | 67.2%+11.0pp |
| Annual return | 19.05% | 26.72%-7.7pp | 35.73%-16.7pp | 160.72%-141.7pp |
| Employer contribution / active EE | $2,204 | $2,931-24.8% | $3,740-41.1% | $2,671-17.5% |
| Participant deferral / active EE | $4,062 | $3,660+11.0% | $4,880-16.8% | $4,126-1.6% |
| Admin fee / account holder | $955 | $5,219-81.7% | $6,735-85.8% | $5,651-83.1% |