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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 | $97,289-69.2% | $92,805-67.7% | $155,188-80.7% |
| Participation rate | 86.4% | 84.2%+2.2pp | 83.5%+2.9pp | 80.8%+5.6pp |
| Annual return | 19.17% | 29.03%-9.9pp | 31.59%-12.4pp | 148.84%-129.7pp |
| Employer contribution / active EE | $4,408 | $3,632+21.4% | $3,424+28.7% | $4,248+3.8% |
| Participant deferral / active EE | $5,409 | $8,795-38.5% | $8,448-36.0% | $6,531-17.2% |
| Admin fee / account holder | $2,708 | $12,015-77.5% | $10,911-75.2% | $14,480-81.3% |