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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 | $34,852 | $181,062-80.8% | $158,223-78.0% | $155,188-77.5% |
| Participation rate | 84.6% | 82.7%+2.0pp | 79.2%+5.4pp | 80.8%+3.8pp |
| Annual return | 17.49% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,320 | $4,565-71.1% | $4,109-67.9% | $4,248-68.9% |
| Participant deferral / active EE | $3,050 | $6,134-50.3% | $5,467-44.2% | $6,531-53.3% |
| Admin fee / account holder | $4,616 | $18,825-75.5% | $16,047-71.2% | $14,480-68.1% |