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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 | $78,771 | $182,442-56.8% | $163,379-51.8% | $138,895-43.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 19.87% | 72.74%-52.9pp | 63.41%-43.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $4,477 | $4,159+7.6% | $3,752+19.3% | $4,194+6.8% |
| Participant deferral / active EE | $9,668 | $6,817+41.8% | $6,282+53.9% | $6,396+51.2% |
| Admin fee / account holder | $3,203 | $10,396-69.2% | $9,818-67.4% | $12,562-74.5% |