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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 | $115,780 | $172,111-32.7% | $150,298-23.0% | $137,256-15.6% |
| Participation rate | 78.9% | 81.7%-2.8pp | 77.8%+1.2pp | 80.0%-1.0pp |
| Annual return | 18.44% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,817 | $4,636-39.2% | $4,154-32.2% | $4,156-32.2% |
| Participant deferral / active EE | $6,384 | $6,166+3.5% | $5,453+17.1% | $6,407-0.4% |
| Admin fee / account holder | $8,087 | $16,471-50.9% | $14,116-42.7% | $12,270-34.1% |