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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 | $92,983 | $126,661-26.6% | $113,397-18.0% | $138,895-33.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 12.40% | 25.05%-12.6pp | 23.20%-10.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,015 | $3,456-70.6% | $2,977-65.9% | $4,194-75.8% |
| Participant deferral / active EE | $3,046 | $5,693-46.5% | $5,076-40.0% | $6,396-52.4% |
| Admin fee / account holder | $29,347 | $14,549+101.7% | $11,957+145.4% | $12,562+133.6% |