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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 | $110,088 | $138,312-20.4% | $122,979-10.5% | $155,188-29.1% |
| Participation rate | 83.3% | 80.2%+3.1pp | 77.2%+6.1pp | 80.8%+2.5pp |
| Annual return | 11.88% | 22.06%-10.2pp | 20.12%-8.2pp | 148.84%-137.0pp |
| Employer contribution / active EE | $1,460 | $3,530-58.7% | $3,062-52.3% | $4,248-65.6% |
| Participant deferral / active EE | $6,063 | $5,592+8.4% | $5,003+21.2% | $6,531-7.2% |
| Admin fee / account holder | $21,121 | $15,089+40.0% | $12,864+64.2% | $14,480+45.9% |