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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 | $71,283 | $184,014-61.3% | $161,149-55.8% | $138,895-48.7% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.8%+17.0pp | 79.9%+15.9pp |
| Annual return | 11.43% | 21.52%-10.1pp | 21.16%-9.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,814 | $5,055-44.3% | $4,360-35.5% | $4,194-32.9% |
| Participant deferral / active EE | $6,379 | $6,909-7.7% | $6,153+3.7% | $6,396-0.3% |
| Admin fee / account holder | $12,329 | $18,027-31.6% | $15,194-18.9% | $12,562-1.9% |