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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 | $57,169 | $123,155-53.6% | $108,753-47.4% | $155,188-63.2% |
| Participation rate | 81.0% | 75.6%+5.3pp | 71.1%+9.9pp | 80.8%+0.1pp |
| Annual return | 17.19% | 44.73%-27.5pp | 37.47%-20.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,138 | $2,811-24.0% | $2,427-11.9% | $4,248-49.7% |
| Participant deferral / active EE | $4,836 | $4,623+4.6% | $4,115+17.5% | $6,531-26.0% |
| Admin fee / account holder | $4,114 | $12,126-66.1% | $10,320-60.1% | $14,480-71.6% |