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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 | $32,543 | $185,312-82.4% | $161,489-79.8% | $154,746-79.0% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.7%-2.5pp | 80.7%-4.5pp |
| Annual return | 13.94% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,576 | $4,769-46.0% | $4,268-39.6% | $4,379-41.2% |
| Participant deferral / active EE | $5,529 | $6,350-12.9% | $5,630-1.8% | $6,730-17.9% |
| Admin fee / account holder | $7,366 | $18,654-60.5% | $16,006-54.0% | $14,365-48.7% |