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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 | $95,927 | $210,510-54.4% | $153,500-37.5% | $145,877-34.2% |
| Participation rate | 70.6% | 82.1%-11.5pp | 77.1%-6.5pp | 80.3%-9.7pp |
| Annual return | 16.60% | 13.45%+3.1pp | 15.70%+0.9pp | 551.28%-534.7pp |
| Employer contribution / active EE | $5,118 | $6,052-15.4% | $5,039+1.6% | $4,663+9.8% |
| Participant deferral / active EE | $10,515 | $7,974+31.9% | $6,756+55.6% | $6,691+57.2% |
| Admin fee / account holder | $9,281 | $19,455-52.3% | $12,736-27.1% | $13,402-30.8% |