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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 | $140,211 | $199,109-29.6% | $173,730-19.3% | $154,746-9.4% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 17.59% | 20.02%-2.4pp | 19.96%-2.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,780 | $5,311-47.7% | $4,577-39.3% | $4,379-36.5% |
| Participant deferral / active EE | $4,830 | $7,113-32.1% | $6,326-23.7% | $6,730-28.2% |
| Admin fee / account holder | $4,785 | $20,916-77.1% | $17,523-72.7% | $14,365-66.7% |