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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 | $70,328 | $124,425-43.5% | $112,040-37.2% | $137,256-48.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 16.88% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,532 | $3,411+32.9% | $2,954+53.4% | $4,156+9.1% |
| Participant deferral / active EE | $7,982 | $5,718+39.6% | $5,098+56.6% | $6,407+24.6% |
| Admin fee / account holder | $2,149 | $15,207-85.9% | $12,098-82.2% | $12,270-82.5% |