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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 | $186,867 | $199,109-6.1% | $173,730+7.6% | $154,746+20.8% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 18.83% | 20.02%-1.2pp | 19.96%-1.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,488 | $5,311-72.0% | $4,577-67.5% | $4,379-66.0% |
| Participant deferral / active EE | $3,060 | $7,113-57.0% | $6,326-51.6% | $6,730-54.5% |
| Admin fee / account holder | $3,620 | $20,916-82.7% | $17,523-79.3% | $14,365-74.8% |