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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 | $76,446 | $154,228-50.4% | $145,433-47.4% | $137,256-44.3% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 17.08% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,547 | $4,804-26.2% | $4,554-22.1% | $4,156-14.7% |
| Participant deferral / active EE | $10,353 | $8,216+26.0% | $7,897+31.1% | $6,407+61.6% |
| Admin fee / account holder | $10,754 | $14,344-25.0% | $13,129-18.1% | $12,270-12.4% |