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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 | $96,587 | $184,014-47.5% | $161,149-40.1% | $138,895-30.5% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.8%+15.3pp | 79.9%+14.2pp |
| Annual return | 10.79% | 21.52%-10.7pp | 21.16%-10.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $3,854 | $5,055-23.8% | $4,360-11.6% | $4,194-8.1% |
| Participant deferral / active EE | $5,682 | $6,909-17.8% | $6,153-7.7% | $6,396-11.2% |
| Admin fee / account holder | $1,212 | $18,027-93.3% | $15,194-92.0% | $12,562-90.4% |