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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 | $85,243 | $126,661-32.7% | $113,397-24.8% | $138,895-38.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 17.60% | 25.05%-7.5pp | 23.20%-5.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,115 | $3,456-67.7% | $2,977-62.6% | $4,194-73.4% |
| Participant deferral / active EE | $3,742 | $5,693-34.3% | $5,076-26.3% | $6,396-41.5% |
| Admin fee / account holder | $6,655 | $14,549-54.3% | $11,957-44.3% | $12,562-47.0% |