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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 | $97,172 | $172,111-43.5% | $150,298-35.3% | $137,256-29.2% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 18.83% | 69.37%-50.5pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,832 | $4,636-60.5% | $4,154-55.9% | $4,156-55.9% |
| Participant deferral / active EE | $6,930 | $6,166+12.4% | $5,453+27.1% | $6,407+8.2% |
| Admin fee / account holder | $2,318 | $16,471-85.9% | $14,116-83.6% | $12,270-81.1% |