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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 | $124,213-10.3% | $118,106-5.6% | $154,746-28.0% |
| Participation rate | 75.0% | 83.6%-8.6pp | 81.9%-6.9pp | 80.7%-5.7pp |
| Annual return | 17.16% | 18.29%-1.1pp | 19.44%-2.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,884 | $4,905-61.6% | $4,698-59.9% | $4,379-57.0% |
| Participant deferral / active EE | $11,202 | $6,859+63.3% | $6,619+69.3% | $6,730+66.4% |
| Admin fee / account holder | $1,395 | $9,627-85.5% | $8,973-84.5% | $14,365-90.3% |