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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 | $109,008 | $124,425-12.4% | $112,040-2.7% | $137,256-20.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 16.72% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,907 | $3,411-14.8% | $2,954-1.6% | $4,156-30.0% |
| Participant deferral / active EE | $7,020 | $5,718+22.8% | $5,098+37.7% | $6,407+9.6% |
| Admin fee / account holder | $55,015 | $15,207+261.8% | $12,098+354.7% | $12,270+348.4% |