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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 | $114,066 | $172,111-33.7% | $150,298-24.1% | $137,256-16.9% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 18.41% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,966 | $4,636-57.6% | $4,154-52.7% | $4,156-52.7% |
| Participant deferral / active EE | $6,206 | $6,166+0.7% | $5,453+13.8% | $6,407-3.1% |
| Admin fee / account holder | $2,357 | $16,471-85.7% | $14,116-83.3% | $12,270-80.8% |