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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 | $90,934 | $215,361-57.8% | $171,082-46.8% | $273,972-66.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 8.29% | 25.14%-16.9pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,510 | $4,967-49.5% | $4,002-37.3% | $4,869-48.4% |
| Participant deferral / active EE | $5,764 | $5,543+4.0% | $4,797+20.2% | $5,287+9.0% |
| Admin fee / account holder | $1,613 | $10,846-85.1% | $8,520-81.1% | $10,133-84.1% |