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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 | $142,851 | $172,111-17.0% | $150,298-5.0% | $137,256+4.1% |
| Participation rate | 70.6% | 81.7%-11.1pp | 77.8%-7.2pp | 80.0%-9.4pp |
| Annual return | 16.06% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,310 | $4,636-28.6% | $4,154-20.3% | $4,156-20.4% |
| Participant deferral / active EE | $6,171 | $6,166+0.1% | $5,453+13.2% | $6,407-3.7% |
| Admin fee / account holder | $5,688 | $16,471-65.5% | $14,116-59.7% | $12,270-53.6% |