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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 | $81,897 | $110,379-25.8% | $102,412-20.0% | $145,884-43.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.12% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,599 | $4,216-38.4% | $3,870-32.8% | $4,662-44.2% |
| Participant deferral / active EE | $7,572 | $5,622+34.7% | $5,060+49.6% | $6,690+13.2% |
| Admin fee / account holder | $1,506 | $9,745-84.5% | $8,388-82.0% | $13,392-88.8% |