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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 | $116,899 | $138,312-15.5% | $122,979-4.9% | $155,188-24.7% |
| Participation rate | 88.2% | 80.2%+8.0pp | 77.2%+11.0pp | 80.8%+7.4pp |
| Annual return | 14.62% | 22.06%-7.4pp | 20.12%-5.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,425 | $3,530-31.3% | $3,062-20.8% | $4,248-42.9% |
| Participant deferral / active EE | $9,409 | $5,592+68.3% | $5,003+88.1% | $6,531+44.1% |
| Admin fee / account holder | $25,065 | $15,089+66.1% | $12,864+94.8% | $14,480+73.1% |