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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 | $44,481 | $199,109-77.7% | $173,730-74.4% | $154,746-71.3% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.6%+2.2pp | 80.7%+1.1pp |
| Annual return | 14.71% | 20.02%-5.3pp | 19.96%-5.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,412 | $5,311-35.8% | $4,577-25.5% | $4,379-22.1% |
| Participant deferral / active EE | $3,842 | $7,113-46.0% | $6,326-39.3% | $6,730-42.9% |
| Admin fee / account holder | $13,009 | $20,916-37.8% | $17,523-25.8% | $14,365-9.4% |