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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 | $44,214 | $102,609-56.9% | $98,090-54.9% | $138,895-68.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 17.33% | 36.44%-19.1pp | 37.05%-19.7pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,630 | $3,867-6.1% | $3,606+0.7% | $4,194-13.5% |
| Participant deferral / active EE | $5,940 | $8,167-27.3% | $7,845-24.3% | $6,396-7.1% |
| Admin fee / account holder | $592 | $11,434-94.8% | $11,815-95.0% | $12,562-95.3% |