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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 | $126,661-66.9% | $113,397-63.0% | $138,895-69.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 19.41% | 25.05%-5.6pp | 23.20%-3.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,877 | $3,456-45.7% | $2,977-37.0% | $4,194-55.3% |
| Participant deferral / active EE | $3,171 | $5,693-44.3% | $5,076-37.5% | $6,396-50.4% |
| Admin fee / account holder | $991 | $14,549-93.2% | $11,957-91.7% | $12,562-92.1% |