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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 | $37,759 | $174,379-78.3% | $152,093-75.2% | $138,895-72.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 19.33% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,083 | $4,652-76.7% | $4,175-74.1% | $4,194-74.2% |
| Participant deferral / active EE | $9,767 | $6,159+58.6% | $5,451+79.2% | $6,396+52.7% |
| Admin fee / account holder | $10,674 | $16,880-36.8% | $14,497-26.4% | $12,562-15.0% |