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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 | $100,959 | $100,194+0.8% | $122,979-17.9% | $86,983+16.1% |
| Participation rate | 77.6% | 73.0%+4.7pp | 77.2%+0.5pp | 69.5%+8.1pp |
| Annual return | 13.42% | 16.47%-3.1pp | 20.12%-6.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,989 | $2,326-14.5% | $3,062-35.1% | $2,584-23.0% |
| Participant deferral / active EE | $3,556 | $4,133-14.0% | $5,003-28.9% | $4,194-15.2% |
| Admin fee / account holder | $14,647 | $10,148+44.3% | $12,864+13.9% | $7,856+86.5% |