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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 | $90,766 | $110,286-17.7% | $96,569-6.0% | $139,427-34.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 21.98% | 26.39%-4.4pp | 25.87%-3.9pp | 373.27%-351.3pp |
| Employer contribution / active EE | $1,880 | $3,619-48.1% | $2,965-36.6% | $4,752-60.4% |
| Participant deferral / active EE | $3,479 | $5,546-37.3% | $4,851-28.3% | $6,711-48.2% |
| Admin fee / account holder | $5,579 | $11,592-51.9% | $8,251-32.4% | $11,404-51.1% |