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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 | $145,731 | $167,415-13.0% | $140,514+3.7% | $198,609-26.6% |
| Participation rate | 90.9% | 80.9%+10.0pp | 77.8%+13.1pp | 82.4%+8.5pp |
| Annual return | 9.39% | 13.85%-4.5pp | 14.36%-5.0pp | 202.70%-193.3pp |
| Employer contribution / active EE | $3,704 | $4,088-9.4% | $3,378+9.6% | $5,055-26.7% |
| Participant deferral / active EE | $6,620 | $5,579+18.7% | $4,919+34.6% | $6,977-5.1% |
| Admin fee / account holder | $880 | $16,730-94.7% | $13,697-93.6% | $19,030-95.4% |