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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 | $29,988 | $100,970-70.3% | $96,576-68.9% | $137,256-78.2% |
| Participation rate | 86.4% | 82.6%+3.8pp | 81.4%+4.9pp | 80.0%+6.4pp |
| Annual return | 19.17% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,408 | $3,809+15.7% | $3,553+24.0% | $4,156+6.1% |
| Participant deferral / active EE | $5,409 | $8,286-34.7% | $7,956-32.0% | $6,407-15.6% |
| Admin fee / account holder | $2,708 | $11,312-76.1% | $11,381-76.2% | $12,270-77.9% |