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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 | $115,121 | $182,442-36.9% | $163,379-29.5% | $138,895-17.1% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.8%+1.4pp | 79.9%-1.7pp |
| Annual return | 15.23% | 72.74%-57.5pp | 63.41%-48.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,355 | $4,159-67.4% | $3,752-63.9% | $4,194-67.7% |
| Participant deferral / active EE | $3,301 | $6,817-51.6% | $6,282-47.5% | $6,396-48.4% |
| Admin fee / account holder | $4,510 | $10,396-56.6% | $9,818-54.1% | $12,562-64.1% |