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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 | $107,666-22.4% | $102,184-18.2% | $154,746-46.0% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 17.92% | 29.33%-11.4pp | 31.58%-13.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,679 | $3,846-30.3% | $3,594-25.4% | $4,379-38.8% |
| Participant deferral / active EE | $9,303 | $8,719+6.7% | $8,309+12.0% | $6,730+38.2% |
| Admin fee / account holder | $1,897 | $12,943-85.3% | $11,609-83.7% | $14,365-86.8% |