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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 | $102,609+9.4% | $98,090+14.4% | $138,895-19.2% |
| Participation rate | 76.5% | 82.8%-6.3pp | 81.5%-5.1pp | 79.9%-3.4pp |
| Annual return | 24.31% | 36.44%-12.1pp | 37.05%-12.7pp | 145.39%-121.1pp |
| Employer contribution / active EE | $1,093 | $3,867-71.7% | $3,606-69.7% | $4,194-73.9% |
| Participant deferral / active EE | $2,218 | $8,167-72.8% | $7,845-71.7% | $6,396-65.3% |
| Admin fee / account holder | $1,467 | $11,434-87.2% | $11,815-87.6% | $12,562-88.3% |