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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 | $162,967-34.3% | $135,792-21.2% | $138,895-22.9% |
| Participation rate | 77.8% | 78.3%-0.5pp | 72.6%+5.2pp | 79.9%-2.1pp |
| Annual return | 17.96% | 30.08%-12.1pp | 25.96%-8.0pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,090 | $4,211-50.4% | $3,496-40.2% | $4,194-50.2% |
| Participant deferral / active EE | $4,097 | $5,640-27.4% | $4,759-13.9% | $6,396-36.0% |
| Admin fee / account holder | $2,293 | $15,306-85.0% | $12,266-81.3% | $12,562-81.7% |