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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 | $80,567 | $138,312-41.7% | $122,979-34.5% | $155,188-48.1% |
| Participation rate | 82.4% | 80.2%+2.2pp | 77.2%+5.2pp | 80.8%+1.5pp |
| Annual return | 10.34% | 22.06%-11.7pp | 20.12%-9.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,164 | $3,530-38.7% | $3,062-29.3% | $4,248-49.0% |
| Participant deferral / active EE | $5,841 | $5,592+4.5% | $5,003+16.8% | $6,531-10.6% |
| Admin fee / account holder | $17,498 | $15,089+16.0% | $12,864+36.0% | $14,480+20.8% |