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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 | $83,320 | $107,666-22.6% | $102,184-18.5% | $154,746-46.2% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 15.25% | 29.33%-14.1pp | 31.58%-16.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,869 | $3,846+52.6% | $3,594+63.3% | $4,379+34.0% |
| Participant deferral / active EE | $4,418 | $8,719-49.3% | $8,309-46.8% | $6,730-34.4% |
| Admin fee / account holder | $2,484 | $12,943-80.8% | $11,609-78.6% | $14,365-82.7% |