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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 | $89,975 | $106,524-15.5% | $152,301-40.9% | $87,485+2.8% |
| Participation rate | 75.8% | 75.8%0pp | 82.4%-6.7pp | 68.9%+6.8pp |
| Annual return | 14.17% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,597 | $3,371-23.0% | $4,624-43.8% | $2,5960% |
| Participant deferral / active EE | $10,933 | $6,525+67.6% | $8,004+36.6% | $4,274+155.8% |
| Admin fee / account holder | $2,101 | $8,287-74.6% | $14,398-85.4% | $7,775-73.0% |