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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 | $105,604 | $123,155-14.3% | $108,753-2.9% | $155,188-32.0% |
| Participation rate | 73.7% | 75.6%-1.9pp | 71.1%+2.6pp | 80.8%-7.1pp |
| Annual return | 22.19% | 44.73%-22.5pp | 37.47%-15.3pp | 148.84%-126.6pp |
| Employer contribution / active EE | $1,724 | $2,811-38.7% | $2,427-29.0% | $4,248-59.4% |
| Participant deferral / active EE | $3,934 | $4,623-14.9% | $4,115-4.4% | $6,531-39.8% |
| Admin fee / account holder | $1,275 | $12,126-89.5% | $10,320-87.6% | $14,480-91.2% |