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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 | $76,325 | $124,425-38.7% | $112,040-31.9% | $137,256-44.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 13.30% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,295 | $3,411-32.7% | $2,954-22.3% | $4,156-44.8% |
| Participant deferral / active EE | $3,910 | $5,718-31.6% | $5,098-23.3% | $6,407-39.0% |
| Admin fee / account holder | $11,470 | $15,207-24.6% | $12,098-5.2% | $12,270-6.5% |