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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 | $95,880 | $199,109-51.8% | $173,730-44.8% | $154,746-38.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 14.14% | 20.02%-5.9pp | 19.96%-5.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,130 | $5,311-59.9% | $4,577-53.5% | $4,379-51.4% |
| Participant deferral / active EE | $5,048 | $7,113-29.0% | $6,326-20.2% | $6,730-25.0% |
| Admin fee / account holder | $23,378 | $20,916+11.8% | $17,523+33.4% | $14,365+62.7% |