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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 | $124,179 | $167,415-25.8% | $140,514-11.6% | $198,609-37.5% |
| Participation rate | 85.7% | 80.9%+4.8pp | 77.8%+7.9pp | 82.4%+3.3pp |
| Annual return | 12.85% | 13.85%-1.0pp | 14.36%-1.5pp | 202.70%-189.8pp |
| Employer contribution / active EE | $2,479 | $4,088-39.4% | $3,378-26.6% | $5,055-51.0% |
| Participant deferral / active EE | $7,201 | $5,579+29.1% | $4,919+46.4% | $6,977+3.2% |
| Admin fee / account holder | $6,081 | $16,730-63.7% | $13,697-55.6% | $19,030-68.0% |