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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 | $83,558 | $100,970-17.2% | $96,576-13.5% | $137,256-39.1% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 17.92% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,679 | $3,809-29.7% | $3,553-24.6% | $4,156-35.5% |
| Participant deferral / active EE | $9,303 | $8,286+12.3% | $7,956+16.9% | $6,407+45.2% |
| Admin fee / account holder | $1,897 | $11,312-83.2% | $11,381-83.3% | $12,270-84.5% |