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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 | $138,312-41.3% | $122,979-34.0% | $155,188-47.7% |
| Participation rate | 82.4% | 80.2%+2.2pp | 77.2%+5.2pp | 80.8%+1.5pp |
| Annual return | 17.86% | 22.06%-4.2pp | 20.12%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,498 | $3,530-29.3% | $3,062-18.4% | $4,248-41.2% |
| Participant deferral / active EE | $4,764 | $5,592-14.8% | $5,003-4.8% | $6,531-27.1% |
| Admin fee / account holder | $1,670 | $15,089-88.9% | $12,864-87.0% | $14,480-88.5% |