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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 | $91,118 | $132,820-31.4% | $183,454-50.3% | $132,820-31.4% |
| Participation rate | 85.7% | 74.3%+11.5pp | 87.7%-2.0pp | 74.3%+11.5pp |
| Annual return | 19.36% | 14.82%+4.5pp | -7.27%+26.6pp | 14.82%+4.5pp |
| Employer contribution / active EE | $3,862 | $4,144-6.8% | $5,911-34.7% | $4,144-6.8% |
| Participant deferral / active EE | $6,652 | $3,980+67.1% | $4,746+40.2% | $3,980+67.1% |
| Admin fee / account holder | $13,019 | $11,722+11.1% | $26,209-50.3% | $11,722+11.1% |