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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 | $43,349 | $172,111-74.8% | $150,298-71.2% | $137,256-68.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.62% | 69.37%-53.7pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,207 | $4,636-52.4% | $4,154-46.9% | $4,156-46.9% |
| Participant deferral / active EE | $12,664 | $6,166+105.4% | $5,453+132.3% | $6,407+97.7% |
| Admin fee / account holder | $1,706 | $16,471-89.6% | $14,116-87.9% | $12,270-86.1% |