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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 | $88,965 | $124,425-28.5% | $112,040-20.6% | $137,256-35.2% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 16.51% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,106 | $3,411-38.3% | $2,954-28.7% | $4,156-49.3% |
| Participant deferral / active EE | $5,690 | $5,718-0.5% | $5,098+11.6% | $6,407-11.2% |
| Admin fee / account holder | $8,019 | $15,207-47.3% | $12,098-33.7% | $12,270-34.6% |