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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 | $130,797 | $176,786-26.0% | $146,643-10.8% | $167,536-21.9% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.7pp |
| Annual return | 17.05% | 24.04%-7.0pp | 22.75%-5.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $3,101 | $5,161-39.9% | $4,137-25.0% | $4,839-35.9% |
| Participant deferral / active EE | $6,187 | $6,440-3.9% | $5,506+12.4% | $6,342-2.4% |
| Admin fee / account holder | $12,133 | $13,262-8.5% | $10,280+18.0% | $12,315-1.5% |