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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 | $105,726 | $124,425-15.0% | $112,040-5.6% | $137,256-23.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 14.27% | 24.72%-10.4pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,600 | $3,411-23.8% | $2,954-12.0% | $4,156-37.4% |
| Participant deferral / active EE | $4,862 | $5,718-15.0% | $5,098-4.6% | $6,407-24.1% |
| Admin fee / account holder | $4,900 | $15,207-67.8% | $12,098-59.5% | $12,270-60.1% |