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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 | $38,574 | $165,361-76.7% | $149,715-74.2% | $158,950-75.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.28% | 348.24%-331.0pp | 276.66%-259.4pp | 302.91%-285.6pp |
| Employer contribution / active EE | $3,439 | $5,103-32.6% | $4,645-26.0% | $4,762-27.8% |
| Participant deferral / active EE | $8,550 | $7,182+19.1% | $6,842+25.0% | $5,983+42.9% |
| Admin fee / account holder | $1,111 | $10,808-89.7% | $9,310-88.1% | $11,248-90.1% |