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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 | $34,758 | $185,312-81.2% | $161,489-78.5% | $154,746-77.5% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 12.91% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,636 | $4,769-44.7% | $4,268-38.2% | $4,379-39.8% |
| Participant deferral / active EE | $3,859 | $6,350-39.2% | $5,630-31.5% | $6,730-42.7% |
| Admin fee / account holder | $4,684 | $18,654-74.9% | $16,006-70.7% | $14,365-67.4% |