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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 | $147,893 | $112,729+31.2% | $98,716+49.8% | $137,256+7.7% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.3%+11.7pp | 80.0%+1.0pp |
| Annual return | 14.70% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,204 | $2,725-55.8% | $2,279-47.2% | $4,156-71.0% |
| Participant deferral / active EE | $3,572 | $4,640-23.0% | $4,048-11.8% | $6,407-44.2% |
| Admin fee / account holder | $2,620 | $10,129-74.1% | $8,703-69.9% | $12,270-78.6% |