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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 | $86,305 | $138,312-37.6% | $122,979-29.8% | $155,188-44.4% |
| Participation rate | 90.5% | 80.2%+10.3pp | 77.2%+13.3pp | 80.8%+9.7pp |
| Annual return | 18.53% | 22.06%-3.5pp | 20.12%-1.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $2,327 | $3,530-34.1% | $3,062-24.0% | $4,248-45.2% |
| Participant deferral / active EE | $6,868 | $5,592+22.8% | $5,003+37.3% | $6,531+5.2% |
| Admin fee / account holder | $8,892 | $15,089-41.1% | $12,864-30.9% | $14,480-38.6% |