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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 | $38,429 | $147,556-74.0% | $129,031-70.2% | $198,609-80.7% |
| Participation rate | 72.7% | 77.2%-4.5pp | 73.4%-0.6pp | 82.4%-9.7pp |
| Annual return | 21.12% | 37.41%-16.3pp | 34.67%-13.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $3,531 | $3,645-3.1% | $3,226+9.5% | $5,055-30.2% |
| Participant deferral / active EE | $5,459 | $5,760-5.2% | $5,217+4.6% | $6,977-21.8% |
| Admin fee / account holder | $452 | $15,467-97.1% | $13,208-96.6% | $19,030-97.6% |