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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 | $106,588-24.9% | $94,215-15.0% | $155,188-48.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 70.0%+18.9pp | 80.8%+8.1pp |
| Annual return | 14.32% | 29.39%-15.1pp | 28.22%-13.9pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,124 | $3,080-31.0% | $2,675-20.6% | $4,248-50.0% |
| Participant deferral / active EE | $2,390 | $4,802-50.2% | $4,276-44.1% | $6,531-63.4% |
| Admin fee / account holder | $315 | $12,281-97.4% | $10,216-96.9% | $14,480-97.8% |