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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 | $42,685 | $185,312-77.0% | $161,489-73.6% | $154,746-72.4% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 20.01% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $3,747 | $4,769-21.4% | $4,268-12.2% | $4,379-14.4% |
| Participant deferral / active EE | $4,025 | $6,350-36.6% | $5,630-28.5% | $6,730-40.2% |
| Admin fee / account holder | $444 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |