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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 | $109,008 | $136,860-20.4% | $120,344-9.4% | $154,746-29.6% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 16.72% | 21.38%-4.7pp | 20.30%-3.6pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,907 | $3,533-17.7% | $3,020-3.7% | $4,379-33.6% |
| Participant deferral / active EE | $7,020 | $5,793+21.2% | $5,135+36.7% | $6,730+4.3% |
| Admin fee / account holder | $55,015 | $15,393+257.4% | $12,742+331.8% | $14,365+283.0% |