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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 | $99,347 | $138,312-28.2% | $122,979-19.2% | $155,188-36.0% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 21.43% | 22.06%-0.6pp | 20.12%+1.3pp | 148.84%-127.4pp |
| Employer contribution / active EE | $2,500 | $3,530-29.2% | $3,062-18.4% | $4,248-41.2% |
| Participant deferral / active EE | $6,065 | $5,592+8.4% | $5,003+21.2% | $6,531-7.1% |
| Admin fee / account holder | $1,130 | $15,089-92.5% | $12,864-91.2% | $14,480-92.2% |