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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 | $71,953 | $182,442-60.6% | $163,379-56.0% | $138,895-48.2% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.8%+0.5pp | 79.9%-2.6pp |
| Annual return | 15.08% | 72.74%-57.7pp | 63.41%-48.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,076 | $4,159-50.1% | $3,752-44.7% | $4,194-50.5% |
| Participant deferral / active EE | $3,749 | $6,817-45.0% | $6,282-40.3% | $6,396-41.4% |
| Admin fee / account holder | $15,637 | $10,396+50.4% | $9,818+59.3% | $12,562+24.5% |