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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 | $81,016 | $99,345-18.5% | $84,753-4.4% | $273,972-70.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 7.42% | 22.93%-15.5pp | 22.78%-15.4pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,684 | $4,214-12.6% | $3,574+3.1% | $4,869-24.3% |
| Participant deferral / active EE | $1,566 | $4,270-63.3% | $3,712-57.8% | $5,287-70.4% |
| Admin fee / account holder | $3,331 | $6,645-49.9% | $5,333-37.5% | $10,133-67.1% |