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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 | $73,460 | $124,425-41.0% | $112,040-34.4% | $137,256-46.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 16.78% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,146 | $3,411-37.1% | $2,954-27.3% | $4,156-48.4% |
| Participant deferral / active EE | $6,344 | $5,718+10.9% | $5,098+24.4% | $6,407-1.0% |
| Admin fee / account holder | $5,807 | $15,207-61.8% | $12,098-52.0% | $12,270-52.7% |