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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 | $42,065 | $117,846-64.3% | $102,434-58.9% | $145,884-71.2% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 9.35% | 31.90%-22.5pp | 29.46%-20.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,203 | $3,615-39.0% | $3,023-27.1% | $4,662-52.7% |
| Participant deferral / active EE | $2,317 | $5,733-59.6% | $5,055-54.2% | $6,690-65.4% |
| Admin fee / account holder | $6,678 | $13,356-50.0% | $9,462-29.4% | $13,392-50.1% |