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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 | $80,023 | $92,219-13.2% | $76,767+4.2% | $135,380-40.9% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | 8.08% | 5.46%+2.6pp | 2.43%+5.6pp | 519.81%-511.7pp |
| Employer contribution / active EE | $2,879 | $3,216-10.5% | $2,485+15.8% | $4,779-39.8% |
| Participant deferral / active EE | $2,526 | $4,508-44.0% | $3,852-34.4% | $5,609-55.0% |
| Admin fee / account holder | $1,030 | $10,749-90.4% | $6,675-84.6% | $10,828-90.5% |