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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 | $100,046 | $161,352-38.0% | $134,172-25.4% | $137,256-27.1% |
| Participation rate | 73.7% | 78.3%-4.6pp | 72.5%+1.2pp | 80.0%-6.3pp |
| Annual return | 12.40% | 28.72%-16.3pp | 25.30%-12.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $4,401 | $4,099+7.4% | $3,420+28.7% | $4,156+5.9% |
| Participant deferral / active EE | $7,678 | $5,552+38.3% | $4,690+63.7% | $6,407+19.8% |
| Admin fee / account holder | $1,018 | $15,028-93.2% | $12,016-91.5% | $12,270-91.7% |