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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 | $137,015 | $215,361-36.4% | $171,082-19.9% | $273,972-50.0% |
| Participation rate | 76.5% | 82.0%-5.6pp | 76.7%-0.2pp | 83.0%-6.5pp |
| Annual return | 7.77% | 25.14%-17.4pp | 32.56%-24.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,702 | $4,967-65.7% | $4,002-57.5% | $4,869-65.0% |
| Participant deferral / active EE | $4,644 | $5,543-16.2% | $4,797-3.2% | $5,287-12.2% |
| Admin fee / account holder | $7,980 | $10,846-26.4% | $8,520-6.3% | $10,133-21.2% |