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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 | $107,082 | $184,014-41.8% | $161,149-33.6% | $138,895-22.9% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.8%+14.0pp | 79.9%+12.9pp |
| Annual return | 16.34% | 21.52%-5.2pp | 21.16%-4.8pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,910 | $5,055-62.2% | $4,360-56.2% | $4,194-54.5% |
| Participant deferral / active EE | $8,365 | $6,909+21.1% | $6,153+35.9% | $6,396+30.8% |
| Admin fee / account holder | $1,803 | $18,027-90.0% | $15,194-88.1% | $12,562-85.6% |