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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 | $117,938 | $138,312-14.7% | $122,979-4.1% | $155,188-24.0% |
| Participation rate | 94.7% | 80.2%+14.5pp | 77.2%+17.5pp | 80.8%+13.9pp |
| Annual return | 10.99% | 22.06%-11.1pp | 20.12%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,828 | $3,530-19.9% | $3,062-7.7% | $4,248-33.4% |
| Participant deferral / active EE | $3,901 | $5,592-30.3% | $5,003-22.0% | $6,531-40.3% |
| Admin fee / account holder | $19,545 | $15,089+29.5% | $12,864+51.9% | $14,480+35.0% |