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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 | $101,058 | $95,453+5.9% | $112,040-9.8% | $82,448+22.6% |
| Participation rate | 72.7% | 72.8%0pp | 76.5%-3.8pp | 68.1%+4.7pp |
| Annual return | 15.00% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,169 | $2,318-49.6% | $2,954-60.4% | $2,551-54.2% |
| Participant deferral / active EE | $3,020 | $4,224-28.5% | $5,098-40.8% | $4,139-27.0% |
| Admin fee / account holder | $3,078 | $9,013-65.8% | $12,098-74.6% | $7,234-57.4% |