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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 | $125,020 | $199,109-37.2% | $173,730-28.0% | $154,746-19.2% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.6%+12.7pp | 80.7%+11.6pp |
| Annual return | 16.25% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,098 | $5,311-60.5% | $4,577-54.2% | $4,379-52.1% |
| Participant deferral / active EE | $7,708 | $7,113+8.4% | $6,326+21.8% | $6,730+14.5% |
| Admin fee / account holder | $2,261 | $20,916-89.2% | $17,523-87.1% | $14,365-84.3% |