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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 | $126,661-16.5% | $113,397-6.8% | $138,895-23.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 14.27% | 25.05%-10.8pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,600 | $3,456-24.8% | $2,977-12.7% | $4,194-38.0% |
| Participant deferral / active EE | $4,862 | $5,693-14.6% | $5,076-4.2% | $6,396-24.0% |
| Admin fee / account holder | $4,900 | $14,549-66.3% | $11,957-59.0% | $12,562-61.0% |