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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 | $120,313 | $201,370-40.3% | $184,256-34.7% | $145,897-17.5% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 14.82% | 29.05%-14.2pp | 28.85%-14.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $4,092 | $7,024-41.7% | $6,427-36.3% | $4,663-12.2% |
| Participant deferral / active EE | $7,203 | $9,808-26.6% | $9,133-21.1% | $6,689+7.7% |
| Admin fee / account holder | $11,752 | $16,364-28.2% | $13,899-15.4% | $13,390-12.2% |