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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 | $97,711 | $136,860-28.6% | $120,344-18.8% | $154,746-36.9% |
| Participation rate | 76.2% | 79.9%-3.7pp | 76.7%-0.5pp | 80.7%-4.5pp |
| Annual return | 18.40% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,888 | $3,533+10.0% | $3,020+28.7% | $4,379-11.2% |
| Participant deferral / active EE | $10,395 | $5,793+79.4% | $5,135+102.4% | $6,730+54.5% |
| Admin fee / account holder | $918 | $15,393-94.0% | $12,742-92.8% | $14,365-93.6% |