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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 | $77,808 | $97,289-20.0% | $92,805-16.2% | $155,188-49.9% |
| Participation rate | 82.4% | 84.2%-1.8pp | 83.5%-1.2pp | 80.8%+1.5pp |
| Annual return | 11.22% | 29.03%-17.8pp | 31.59%-20.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $708 | $3,632-80.5% | $3,424-79.3% | $4,248-83.3% |
| Participant deferral / active EE | $4,530 | $8,795-48.5% | $8,448-46.4% | $6,531-30.6% |
| Admin fee / account holder | $15,156 | $12,015+26.1% | $10,911+38.9% | $14,480+4.7% |