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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 | $136,860-35.0% | $120,344-26.1% | $154,746-42.5% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 16.51% | 21.38%-4.9pp | 20.30%-3.8pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,106 | $3,533-40.4% | $3,020-30.3% | $4,379-51.9% |
| Participant deferral / active EE | $5,690 | $5,793-1.8% | $5,135+10.8% | $6,730-15.5% |
| Admin fee / account holder | $8,019 | $15,393-47.9% | $12,742-37.1% | $14,365-44.2% |