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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 | $40,685 | $154,228-73.6% | $145,433-72.0% | $137,256-70.4% |
| Participation rate | 82.6% | 83.8%-1.2pp | 82.1%+0.5pp | 80.0%+2.6pp |
| Annual return | 22.50% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,869 | $4,804-40.3% | $4,554-37.0% | $4,156-31.0% |
| Participant deferral / active EE | $6,700 | $8,216-18.5% | $7,897-15.2% | $6,407+4.6% |
| Admin fee / account holder | $1,299 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |