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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 | $93,484 | $100,970-7.4% | $96,576-3.2% | $137,256-31.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 13.66% | 38.16%-24.5pp | 38.47%-24.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,344 | $3,809+14.0% | $3,553+22.2% | $4,156+4.5% |
| Participant deferral / active EE | $6,040 | $8,286-27.1% | $7,956-24.1% | $6,407-5.7% |
| Admin fee / account holder | $1,334 | $11,312-88.2% | $11,381-88.3% | $12,270-89.1% |