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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 | $91,505 | $115,225-20.6% | $100,712-9.1% | $138,895-34.1% |
| Participation rate | 73.3% | 74.3%-1.0pp | 69.3%+4.1pp | 79.9%-6.6pp |
| Annual return | 19.27% | 40.35%-21.1pp | 33.27%-14.0pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,720 | $2,771-37.9% | $2,313-25.6% | $4,194-59.0% |
| Participant deferral / active EE | $6,376 | $4,699+35.7% | $4,085+56.1% | $6,396-0.3% |
| Admin fee / account holder | $6,535 | $10,844-39.7% | $9,256-29.4% | $12,562-48.0% |