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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 | $124,425-21.5% | $112,040-12.8% | $137,256-28.8% |
| Participation rate | 76.2% | 79.3%-3.1pp | 76.5%-0.3pp | 80.0%-3.8pp |
| Annual return | 18.40% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,888 | $3,411+14.0% | $2,954+31.6% | $4,156-6.5% |
| Participant deferral / active EE | $10,395 | $5,718+81.8% | $5,098+103.9% | $6,407+62.3% |
| Admin fee / account holder | $918 | $15,207-94.0% | $12,098-92.4% | $12,270-92.5% |