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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 | $35,511 | $124,425-71.5% | $112,040-68.3% | $137,256-74.1% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 16.53% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,066 | $3,411-10.1% | $2,954+3.8% | $4,156-26.2% |
| Participant deferral / active EE | $4,102 | $5,718-28.3% | $5,098-19.5% | $6,407-36.0% |
| Admin fee / account holder | $11,036 | $15,207-27.4% | $12,098-8.8% | $12,270-10.1% |