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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 | $40,520 | $185,312-78.1% | $161,489-74.9% | $154,746-73.8% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 22.64% | 103.84%-81.2pp | 89.72%-67.1pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,575 | $4,769-46.0% | $4,268-39.7% | $4,379-41.2% |
| Participant deferral / active EE | $8,070 | $6,350+27.1% | $5,630+43.3% | $6,730+19.9% |
| Admin fee / account holder | $9,658 | $18,654-48.2% | $16,006-39.7% | $14,365-32.8% |