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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 | $136,860-29.6% | $120,344-19.9% | $154,746-37.7% |
| Participation rate | 87.0% | 79.9%+7.1pp | 76.7%+10.2pp | 80.7%+6.3pp |
| Annual return | 16.90% | 21.38%-4.5pp | 20.30%-3.4pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,670 | $3,533-24.4% | $3,020-11.6% | $4,379-39.0% |
| Participant deferral / active EE | $7,413 | $5,793+28.0% | $5,135+44.4% | $6,730+10.2% |
| Admin fee / account holder | $6,087 | $15,393-60.5% | $12,742-52.2% | $14,365-57.6% |