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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 | $214,876 | $181,896+18.1% | $156,551+37.3% | $273,972-21.6% |
| Participation rate | 70.6% | 88.4%-17.8pp | 84.0%-13.4pp | 83.0%-12.4pp |
| Annual return | 11.03% | 30.74%-19.7pp | 32.23%-21.2pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,896 | $6,248-69.6% | $5,501-65.5% | $4,869-61.1% |
| Participant deferral / active EE | $4,638 | $5,550-16.4% | $4,871-4.8% | $5,287-12.3% |
| Admin fee / account holder | $1,237 | $15,560-92.0% | $13,028-90.5% | $10,133-87.8% |