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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 | $174,379-44.3% | $152,093-36.1% | $138,895-30.0% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 18.83% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,832 | $4,652-60.6% | $4,175-56.1% | $4,194-56.3% |
| Participant deferral / active EE | $6,930 | $6,159+12.5% | $5,451+27.1% | $6,396+8.4% |
| Admin fee / account holder | $2,318 | $16,880-86.3% | $14,497-84.0% | $12,562-81.5% |