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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 | $43,008 | $154,228-72.1% | $145,433-70.4% | $137,256-68.7% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 15.04% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,280 | $4,804-73.3% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $4,409 | $8,216-46.3% | $7,897-44.2% | $6,407-31.2% |
| Admin fee / account holder | $2,096 | $14,344-85.4% | $13,129-84.0% | $12,270-82.9% |