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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 | $93,903 | $185,141-49.3% | $153,416-38.8% | $155,188-39.5% |
| Participation rate | 87.5% | 79.9%+7.6pp | 74.3%+13.2pp | 80.8%+6.7pp |
| Annual return | 13.14% | 18.72%-5.6pp | 17.84%-4.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,592 | $4,489-42.3% | $3,764-31.1% | $4,248-39.0% |
| Participant deferral / active EE | $7,701 | $5,477+40.6% | $4,723+63.0% | $6,531+17.9% |
| Admin fee / account holder | $20,423 | $16,005+27.6% | $13,095+56.0% | $14,480+41.0% |