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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 | $71,072 | $138,312-48.6% | $122,979-42.2% | $155,188-54.2% |
| Participation rate | 86.7% | 80.2%+6.5pp | 77.2%+9.5pp | 80.8%+5.9pp |
| Annual return | 12.66% | 22.06%-9.4pp | 20.12%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,941 | $3,530-45.0% | $3,062-36.6% | $4,248-54.3% |
| Participant deferral / active EE | $4,182 | $5,592-25.2% | $5,003-16.4% | $6,531-36.0% |
| Admin fee / account holder | $1,566 | $15,089-89.6% | $12,864-87.8% | $14,480-89.2% |