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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 | $107,666-30.1% | $102,184-26.4% | $154,746-51.4% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 18.89% | 29.33%-10.4pp | 31.58%-12.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,882 | $3,846-51.1% | $3,594-47.6% | $4,379-57.0% |
| Participant deferral / active EE | $8,392 | $8,719-3.8% | $8,309+1.0% | $6,730+24.7% |
| Admin fee / account holder | $13,560 | $12,943+4.8% | $11,609+16.8% | $14,365-5.6% |