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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 | $73,136 | $138,312-47.1% | $122,979-40.5% | $155,188-52.9% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 14.19% | 22.06%-7.9pp | 20.12%-5.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,032 | $3,530-42.4% | $3,062-33.6% | $4,248-52.2% |
| Participant deferral / active EE | $2,640 | $5,592-52.8% | $5,003-47.2% | $6,531-59.6% |
| Admin fee / account holder | $976 | $15,089-93.5% | $12,864-92.4% | $14,480-93.3% |