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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 | $100,970-69.2% | $96,576-67.8% | $137,256-77.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 16.34% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,043 | $3,809-20.1% | $3,553-14.4% | $4,156-26.8% |
| Participant deferral / active EE | $4,321 | $8,286-47.9% | $7,956-45.7% | $6,407-32.6% |
| Admin fee / account holder | $4,527 | $11,312-60.0% | $11,381-60.2% | $12,270-63.1% |