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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 | $123,413 | $215,361-42.7% | $171,082-27.9% | $273,972-55.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 20.27% | 25.14%-4.9pp | 32.56%-12.3pp | 41.46%-21.2pp |
| Employer contribution / active EE | $2,200 | $4,967-55.7% | $4,002-45.0% | $4,869-54.8% |
| Participant deferral / active EE | $10,860 | $5,543+95.9% | $4,797+126.4% | $5,287+105.4% |
| Admin fee / account holder | $416 | $10,846-96.2% | $8,520-95.1% | $10,133-95.9% |