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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 | $40,970 | $181,062-77.4% | $158,223-74.1% | $155,188-73.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 18.05% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,291 | $4,565-71.7% | $4,109-68.6% | $4,248-69.6% |
| Participant deferral / active EE | $5,544 | $6,134-9.6% | $5,467+1.4% | $6,531-15.1% |
| Admin fee / account holder | $2,978 | $18,825-84.2% | $16,047-81.4% | $14,480-79.4% |