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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 | $174,379-76.5% | $152,093-73.1% | $138,895-70.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 18.05% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,291 | $4,652-72.2% | $4,175-69.1% | $4,194-69.2% |
| Participant deferral / active EE | $5,544 | $6,159-10.0% | $5,451+1.7% | $6,396-13.3% |
| Admin fee / account holder | $2,978 | $16,880-82.4% | $14,497-79.5% | $12,562-76.3% |