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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 | $33,609 | $123,155-72.7% | $108,753-69.1% | $155,188-78.3% |
| Participation rate | 91.7% | 75.6%+16.0pp | 71.1%+20.6pp | 80.8%+10.9pp |
| Annual return | 16.22% | 44.73%-28.5pp | 37.47%-21.2pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,465 | $2,811-47.9% | $2,427-39.6% | $4,248-65.5% |
| Participant deferral / active EE | $3,136 | $4,623-32.2% | $4,115-23.8% | $6,531-52.0% |
| Admin fee / account holder | $2,728 | $12,126-77.5% | $10,320-73.6% | $14,480-81.2% |