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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 | $83,699 | $114,119-26.7% | $107,187-21.9% | $138,895-39.7% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 17.10% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,602 | $4,059-35.9% | $3,782-31.2% | $4,194-38.0% |
| Participant deferral / active EE | $5,829 | $5,538+5.3% | $5,096+14.4% | $6,396-8.9% |
| Admin fee / account holder | $1,348 | $10,024-86.5% | $9,162-85.3% | $12,562-89.3% |