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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 | $96,342 | $124,425-22.6% | $112,040-14.0% | $137,256-29.8% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 16.90% | 24.72%-7.8pp | 24.52%-7.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,670 | $3,411-21.7% | $2,954-9.6% | $4,156-35.8% |
| Participant deferral / active EE | $7,413 | $5,718+29.6% | $5,098+45.4% | $6,407+15.7% |
| Admin fee / account holder | $6,087 | $15,207-60.0% | $12,098-49.7% | $12,270-50.4% |