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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 | $112,603 | $184,014-38.8% | $161,149-30.1% | $138,895-18.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.8%-6.1pp | 79.9%-7.2pp |
| Annual return | 15.15% | 21.52%-6.4pp | 21.16%-6.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,793 | $5,055-25.0% | $4,360-13.0% | $4,194-9.6% |
| Participant deferral / active EE | $6,899 | $6,909-0.1% | $6,153+12.1% | $6,396+7.9% |
| Admin fee / account holder | $13,399 | $18,027-25.7% | $15,194-11.8% | $12,562+6.7% |