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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 | $70,712 | $103,164-31.5% | $90,259-21.7% | $154,746-54.3% |
| Participation rate | 70.6% | 76.1%-5.5pp | 70.7%-0.2pp | 80.7%-10.1pp |
| Annual return | 19.15% | 19.25%-0.1pp | 18.88%+0.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,499 | $2,532-40.8% | $2,291-34.6% | $4,379-65.8% |
| Participant deferral / active EE | $5,593 | $4,422+26.5% | $3,827+46.2% | $6,730-16.9% |
| Admin fee / account holder | $4,084 | $8,593-52.5% | $7,267-43.8% | $14,365-71.6% |