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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 | $35,490 | $100,970-64.9% | $96,576-63.3% | $137,256-74.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 19.16% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,254 | $3,809+37.9% | $3,553+47.9% | $4,156+26.4% |
| Participant deferral / active EE | $9,783 | $8,286+18.1% | $7,956+23.0% | $6,407+52.7% |
| Admin fee / account holder | $1,938 | $11,312-82.9% | $11,381-83.0% | $12,270-84.2% |