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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 | $107,064 | $161,352-33.6% | $134,172-20.2% | $137,256-22.0% |
| Participation rate | 77.8% | 78.3%-0.5pp | 72.5%+5.3pp | 80.0%-2.2pp |
| Annual return | 17.96% | 28.72%-10.8pp | 25.30%-7.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,090 | $4,099-49.0% | $3,420-38.9% | $4,156-49.7% |
| Participant deferral / active EE | $4,097 | $5,552-26.2% | $4,690-12.7% | $6,407-36.1% |
| Admin fee / account holder | $2,293 | $15,028-84.7% | $12,016-80.9% | $12,270-81.3% |