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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 | $80,071 | $87,166-8.1% | $76,735+4.3% | $137,256-41.7% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.5%+19.4pp | 80.0%+8.9pp |
| Annual return | 14.32% | 26.50%-12.2pp | 29.77%-15.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,124 | $2,904-26.9% | $2,454-13.4% | $4,156-48.9% |
| Participant deferral / active EE | $2,390 | $4,726-49.4% | $4,088-41.5% | $6,407-62.7% |
| Admin fee / account holder | $315 | $8,403-96.3% | $7,189-95.6% | $12,270-97.4% |