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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 | $92,798+20.1% | $96,707+15.2% | $137,256-18.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 80.4%-5.4pp | 80.0%-5.0pp |
| Annual return | 17.16% | 31.24%-14.1pp | 34.78%-17.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,884 | $4,147-54.6% | $4,191-55.0% | $4,156-54.7% |
| Participant deferral / active EE | $11,202 | $5,877+90.6% | $5,997+86.8% | $6,407+74.9% |
| Admin fee / account holder | $1,395 | $7,946-82.4% | $7,503-81.4% | $12,270-88.6% |