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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 | $31,125 | $107,666-71.1% | $102,184-69.5% | $154,746-79.9% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 16.34% | 29.33%-13.0pp | 31.58%-15.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,043 | $3,846-20.9% | $3,594-15.3% | $4,379-30.5% |
| Participant deferral / active EE | $4,321 | $8,719-50.4% | $8,309-48.0% | $6,730-35.8% |
| Admin fee / account holder | $4,527 | $12,943-65.0% | $11,609-61.0% | $14,365-68.5% |