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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 | $95,915 | $136,860-29.9% | $120,344-20.3% | $154,746-38.0% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 13.66% | 21.38%-7.7pp | 20.30%-6.6pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,706 | $3,533-23.4% | $3,020-10.4% | $4,379-38.2% |
| Participant deferral / active EE | $8,819 | $5,793+52.2% | $5,135+71.7% | $6,730+31.0% |
| Admin fee / account holder | $3,763 | $15,393-75.6% | $12,742-70.5% | $14,365-73.8% |