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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 | $137,437 | $228,352-39.8% | $185,835-26.0% | $158,966-13.5% |
| Participation rate | 78.9% | 82.3%-3.4pp | 78.0%+0.9pp | 82.0%-3.0pp |
| Annual return | 17.55% | 40.81%-23.3pp | 35.96%-18.4pp | 302.95%-285.4pp |
| Employer contribution / active EE | $4,360 | $4,967-12.2% | $4,087+6.7% | $4,762-8.4% |
| Participant deferral / active EE | $7,734 | $6,416+20.5% | $5,633+37.3% | $5,983+29.3% |
| Admin fee / account holder | $2,002 | $11,867-83.1% | $9,502-78.9% | $11,250-82.2% |