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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 | $111,435 | $123,898-10.1% | $116,538-4.4% | $155,188-28.2% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.8%-5.8pp |
| Annual return | 17.16% | 16.04%+1.1pp | 17.97%-0.8pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,884 | $4,739-60.2% | $4,541-58.5% | $4,248-55.6% |
| Participant deferral / active EE | $11,202 | $6,400+75.0% | $6,207+80.5% | $6,531+71.5% |
| Admin fee / account holder | $1,395 | $9,174-84.8% | $8,737-84.0% | $14,480-90.4% |