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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 | $151,897 | $199,109-23.7% | $173,730-12.6% | $154,746-1.8% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 17.36% | 20.02%-2.7pp | 19.96%-2.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,366 | $5,311-74.3% | $4,577-70.2% | $4,379-68.8% |
| Participant deferral / active EE | $5,798 | $7,113-18.5% | $6,326-8.4% | $6,730-13.9% |
| Admin fee / account holder | $9,188 | $20,916-56.1% | $17,523-47.6% | $14,365-36.0% |