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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 | $90,607 | $136,860-33.8% | $120,344-24.7% | $154,746-41.4% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 12.19% | 21.38%-9.2pp | 20.30%-8.1pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,187 | $3,533-66.4% | $3,020-60.7% | $4,379-72.9% |
| Participant deferral / active EE | $2,618 | $5,793-54.8% | $5,135-49.0% | $6,730-61.1% |
| Admin fee / account holder | $15,759 | $15,393+2.4% | $12,742+23.7% | $14,365+9.7% |