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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 | $167,148 | $124,425+34.3% | $112,040+49.2% | $137,256+21.8% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 14.73% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $996 | $3,411-70.8% | $2,954-66.3% | $4,156-76.0% |
| Participant deferral / active EE | $2,287 | $5,718-60.0% | $5,098-55.1% | $6,407-64.3% |
| Admin fee / account holder | $10,445 | $15,207-31.3% | $12,098-13.7% | $12,270-14.9% |