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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 | $120,315 | $132,820-9.4% | $203,445-40.9% | $132,820-9.4% |
| Participation rate | 71.4% | 74.3%-2.8pp | 76.8%-5.4pp | 74.3%-2.8pp |
| Annual return | 18.01% | 14.82%+3.2pp | -5.67%+23.7pp | 14.82%+3.2pp |
| Employer contribution / active EE | $1,944 | $4,144-53.1% | $4,770-59.2% | $4,144-53.1% |
| Participant deferral / active EE | $2,974 | $3,980-25.3% | $3,908-23.9% | $3,980-25.3% |
| Admin fee / account holder | $10,765 | $11,722-8.2% | $14,231-24.4% | $11,722-8.2% |