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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 | $103,349 | $177,156-41.7% | $147,027-29.7% | $154,746-33.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 15.24% | 21.94%-6.7pp | 20.23%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,437 | $4,336-43.8% | $3,626-32.8% | $4,379-44.3% |
| Participant deferral / active EE | $4,405 | $5,797-24.0% | $4,933-10.7% | $6,730-34.5% |
| Admin fee / account holder | $1,142 | $14,904-92.3% | $12,223-90.7% | $14,365-92.1% |