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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 | $35,078 | $185,141-81.1% | $153,416-77.1% | $155,188-77.4% |
| Participation rate | 78.9% | 79.9%-1.0pp | 74.3%+4.6pp | 80.8%-1.9pp |
| Annual return | 12.98% | 18.72%-5.7pp | 17.84%-4.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,771 | $4,489-38.3% | $3,764-26.4% | $4,248-34.8% |
| Participant deferral / active EE | $2,778 | $5,477-49.3% | $4,723-41.2% | $6,531-57.5% |
| Admin fee / account holder | $5,483 | $16,005-65.7% | $13,095-58.1% | $14,480-62.1% |