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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 | $112,804 | $106,280+6.1% | $96,538+16.8% | $139,487-19.1% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.7pp |
| Annual return | 13.17% | 38.48%-25.3pp | 35.74%-22.6pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,392 | $4,107-41.7% | $3,740-36.0% | $4,755-49.7% |
| Participant deferral / active EE | $4,372 | $5,457-19.9% | $4,880-10.4% | $6,713-34.9% |
| Admin fee / account holder | $3,027 | $7,888-61.6% | $6,737-55.1% | $11,407-73.5% |