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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 | $137,127 | $254,759-46.2% | $216,567-36.7% | $198,609-31.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 81.6%+7.2pp | 82.4%+6.5pp |
| Annual return | 20.84% | 10.04%+10.8pp | 12.94%+7.9pp | 202.70%-181.9pp |
| Employer contribution / active EE | $2,695 | $6,096-55.8% | $5,216-48.3% | $5,055-46.7% |
| Participant deferral / active EE | $6,980 | $6,948+0.5% | $6,191+12.8% | $6,9770% |
| Admin fee / account holder | $8,463 | $26,311-67.8% | $21,981-61.5% | $19,030-55.5% |