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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 | $124,304 | $181,062-31.3% | $158,223-21.4% | $155,188-19.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 12.68% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,733 | $4,565-40.1% | $4,109-33.5% | $4,248-35.7% |
| Participant deferral / active EE | $5,771 | $6,134-5.9% | $5,467+5.6% | $6,531-11.6% |
| Admin fee / account holder | $999 | $18,825-94.7% | $16,047-93.8% | $14,480-93.1% |