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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 | $23,134 | $103,387-77.6% | $87,102-73.4% | $152,885-84.9% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 29.18% | 28.10%+1.1pp | 28.19%+1.0pp | 345.39%-316.2pp |
| Employer contribution / active EE | $2,044 | $3,221-36.5% | $2,521-18.9% | $4,763-57.1% |
| Participant deferral / active EE | $3,424 | $4,778-28.3% | $4,048-15.4% | $5,851-41.5% |
| Admin fee / account holder | $1,701 | $12,193-86.1% | $7,491-77.3% | $11,598-85.3% |