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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 | $82,720 | $97,125-14.8% | $86,233-4.1% | $137,256-39.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 17.81% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,180 | $2,841-23.3% | $2,504-12.9% | $4,156-47.5% |
| Participant deferral / active EE | $6,281 | $5,180+21.3% | $4,559+37.8% | $6,407-2.0% |
| Admin fee / account holder | $3,006 | $9,725-69.1% | $8,342-64.0% | $12,270-75.5% |