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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 | $102,609-8.9% | $98,090-4.7% | $138,895-32.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 13.66% | 36.44%-22.8pp | 37.05%-23.4pp | 145.39%-131.7pp |
| Employer contribution / active EE | $4,344 | $3,867+12.3% | $3,606+20.4% | $4,194+3.6% |
| Participant deferral / active EE | $6,040 | $8,167-26.0% | $7,845-23.0% | $6,396-5.6% |
| Admin fee / account holder | $1,334 | $11,434-88.3% | $11,815-88.7% | $12,562-89.4% |