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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 | $40,535 | $97,289-58.3% | $92,805-56.3% | $155,188-73.9% |
| Participation rate | 90.9% | 84.2%+6.7pp | 83.5%+7.4pp | 80.8%+10.1pp |
| Annual return | 22.18% | 29.03%-6.9pp | 31.59%-9.4pp | 148.84%-126.7pp |
| Employer contribution / active EE | $5,437 | $3,632+49.7% | $3,424+58.8% | $4,248+28.0% |
| Participant deferral / active EE | $10,128 | $8,795+15.1% | $8,448+19.9% | $6,531+55.1% |
| Admin fee / account holder | $1,008 | $12,015-91.6% | $10,911-90.8% | $14,480-93.0% |