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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 | $116,222 | $106,280+9.4% | $96,538+20.4% | $139,487-16.7% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 17.41% | 38.48%-21.1pp | 35.74%-18.3pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,479 | $4,107-39.6% | $3,740-33.7% | $4,755-47.9% |
| Participant deferral / active EE | $5,710 | $5,457+4.6% | $4,880+17.0% | $6,713-14.9% |
| Admin fee / account holder | $7,580 | $7,888-3.9% | $6,737+12.5% | $11,407-33.6% |