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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 | $112,247 | $100,970+11.2% | $96,576+16.2% | $137,256-18.2% |
| Participation rate | 76.5% | 82.6%-6.1pp | 81.4%-5.0pp | 80.0%-3.5pp |
| Annual return | 24.31% | 38.16%-13.9pp | 38.47%-14.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,093 | $3,809-71.3% | $3,553-69.2% | $4,156-73.7% |
| Participant deferral / active EE | $2,218 | $8,286-73.2% | $7,956-72.1% | $6,407-65.4% |
| Admin fee / account holder | $1,467 | $11,312-87.0% | $11,381-87.1% | $12,270-88.0% |