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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 | $41,915 | $124,425-66.3% | $112,040-62.6% | $137,256-69.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 19.41% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,877 | $3,411-45.0% | $2,954-36.5% | $4,156-54.8% |
| Participant deferral / active EE | $3,171 | $5,718-44.5% | $5,098-37.8% | $6,407-50.5% |
| Admin fee / account holder | $991 | $15,207-93.5% | $12,098-91.8% | $12,270-91.9% |