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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 | $89,878 | $107,809-16.6% | $97,032-7.4% | $155,188-42.1% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 13.70% | 38.06%-24.4pp | 35.38%-21.7pp | 148.84%-135.1pp |
| Employer contribution / active EE | $8,063 | $2,911+177.0% | $2,629+206.7% | $4,248+89.8% |
| Participant deferral / active EE | $4,786 | $5,129-6.7% | $4,672+2.4% | $6,531-26.7% |
| Admin fee / account holder | $7,202 | $10,717-32.8% | $9,418-23.5% | $14,480-50.3% |