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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 | $85,539 | $104,098-17.8% | $140,514-39.1% | $94,015-9.0% |
| Participation rate | 77.8% | 73.7%+4.1pp | 77.8%0pp | 70.8%+7.0pp |
| Annual return | 12.04% | 15.14%-3.1pp | 14.36%-2.3pp | 17.84%-5.8pp |
| Employer contribution / active EE | $1,955 | $2,388-18.1% | $3,378-42.1% | $2,790-29.9% |
| Participant deferral / active EE | $4,693 | $4,033+16.4% | $4,919-4.6% | $4,249+10.4% |
| Admin fee / account holder | $18,199 | $10,439+74.3% | $13,697+32.9% | $8,951+103.3% |