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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 | $46,905 | $110,212-57.4% | $96,534-51.4% | $139,466-66.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 26.39% | 26.42%0pp | 25.88%+0.5pp | 373.66%-347.3pp |
| Employer contribution / active EE | $1,913 | $3,620-47.2% | $2,965-35.5% | $4,754-59.8% |
| Participant deferral / active EE | $8,561 | $5,547+54.3% | $4,851+76.5% | $6,712+27.6% |
| Admin fee / account holder | $2,936 | $11,599-74.7% | $8,253-64.4% | $11,409-74.3% |