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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 | $106,398 | $138,312-23.1% | $122,979-13.5% | $155,188-31.4% |
| Participation rate | 89.5% | 80.2%+9.3pp | 77.2%+12.3pp | 80.8%+8.7pp |
| Annual return | 14.48% | 22.06%-7.6pp | 20.12%-5.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,294 | $3,530-35.0% | $3,062-25.1% | $4,248-46.0% |
| Participant deferral / active EE | $6,653 | $5,592+19.0% | $5,003+33.0% | $6,531+1.9% |
| Admin fee / account holder | $3,918 | $15,089-74.0% | $12,864-69.5% | $14,480-72.9% |