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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 | $81,134 | $126,661-35.9% | $113,397-28.5% | $138,895-41.6% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.5%+5.9pp | 79.9%+2.4pp |
| Annual return | 17.86% | 25.05%-7.2pp | 23.20%-5.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,498 | $3,456-27.7% | $2,977-16.1% | $4,194-40.5% |
| Participant deferral / active EE | $4,764 | $5,693-16.3% | $5,076-6.1% | $6,396-25.5% |
| Admin fee / account holder | $1,670 | $14,549-88.5% | $11,957-86.0% | $12,562-86.7% |