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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 | $40,755 | $100,970-59.6% | $96,576-57.8% | $137,256-70.3% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 20.88% | 38.16%-17.3pp | 38.47%-17.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,948 | $3,809+3.6% | $3,553+11.1% | $4,156-5.0% |
| Participant deferral / active EE | $7,560 | $8,286-8.8% | $7,956-5.0% | $6,407+18.0% |
| Admin fee / account holder | $910 | $11,312-92.0% | $11,381-92.0% | $12,270-92.6% |