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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 | $132,564 | $254,759-48.0% | $216,567-38.8% | $198,609-33.3% |
| Participation rate | 78.6% | 84.5%-5.9pp | 81.6%-3.1pp | 82.4%-3.8pp |
| Annual return | 15.21% | 10.04%+5.2pp | 12.94%+2.3pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,248 | $6,096-63.1% | $5,216-56.9% | $5,055-55.5% |
| Participant deferral / active EE | $5,544 | $6,948-20.2% | $6,191-10.5% | $6,977-20.5% |
| Admin fee / account holder | $1,295 | $26,311-95.1% | $21,981-94.1% | $19,030-93.2% |