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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 | $217,735 | $161,352+34.9% | $134,172+62.3% | $137,256+58.6% |
| Participation rate | 72.2% | 78.3%-6.1pp | 72.5%-0.2pp | 80.0%-7.7pp |
| Annual return | 20.37% | 28.72%-8.3pp | 25.30%-4.9pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,672 | $4,099-34.8% | $3,420-21.9% | $4,156-35.7% |
| Participant deferral / active EE | $4,360 | $5,552-21.5% | $4,690-7.0% | $6,407-31.9% |
| Admin fee / account holder | $926 | $15,028-93.8% | $12,016-92.3% | $12,270-92.5% |