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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 | $111,242 | $199,109-44.1% | $173,730-36.0% | $154,746-28.1% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.6%-2.6pp | 80.7%-3.8pp |
| Annual return | 15.81% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $6,926 | $5,311+30.4% | $4,577+51.3% | $4,379+58.2% |
| Participant deferral / active EE | $7,791 | $7,113+9.5% | $6,326+23.1% | $6,730+15.8% |
| Admin fee / account holder | $8,281 | $20,916-60.4% | $17,523-52.7% | $14,365-42.4% |