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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 | $75,248 | $100,970-25.5% | $96,576-22.1% | $137,256-45.2% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 18.89% | 38.16%-19.3pp | 38.47%-19.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,882 | $3,809-50.6% | $3,553-47.0% | $4,156-54.7% |
| Participant deferral / active EE | $8,392 | $8,286+1.3% | $7,956+5.5% | $6,407+31.0% |
| Admin fee / account holder | $13,560 | $11,312+19.9% | $11,381+19.1% | $12,270+10.5% |