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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 | $32,365 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 22.52% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,488 | $4,804-27.4% | $4,554-23.4% | $4,156-16.1% |
| Participant deferral / active EE | $6,225 | $8,216-24.2% | $7,897-21.2% | $6,407-2.8% |
| Admin fee / account holder | $1,874 | $14,344-86.9% | $13,129-85.7% | $12,270-84.7% |