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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 | $184,165 | $138,312+33.2% | $122,979+49.8% | $155,188+18.7% |
| Participation rate | 92.3% | 80.2%+12.1pp | 77.2%+15.1pp | 80.8%+11.5pp |
| Annual return | 6.91% | 22.06%-15.2pp | 20.12%-13.2pp | 148.84%-141.9pp |
| Employer contribution / active EE | $2,120 | $3,530-40.0% | $3,062-30.8% | $4,248-50.1% |
| Participant deferral / active EE | $2,627 | $5,592-53.0% | $5,003-47.5% | $6,531-59.8% |
| Admin fee / account holder | $3,768 | $15,089-75.0% | $12,864-70.7% | $14,480-74.0% |