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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 | $117,846 | $182,442-35.4% | $163,379-27.9% | $138,895-15.2% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.8%+10.1pp | 79.9%+7.0pp |
| Annual return | 17.55% | 72.74%-55.2pp | 63.41%-45.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,141 | $4,159-24.5% | $3,752-16.3% | $4,194-25.1% |
| Participant deferral / active EE | $6,168 | $6,817-9.5% | $6,282-1.8% | $6,396-3.6% |
| Admin fee / account holder | $632 | $10,396-93.9% | $9,818-93.6% | $12,562-95.0% |