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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 | $83,655 | $112,729-25.8% | $98,716-15.3% | $137,256-39.1% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.3%+26.2pp | 80.0%+15.5pp |
| Annual return | 18.08% | 38.48%-20.4pp | 31.81%-13.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,360 | $2,725+23.3% | $2,279+47.4% | $4,156-19.2% |
| Participant deferral / active EE | $8,278 | $4,640+78.4% | $4,048+104.5% | $6,407+29.2% |
| Admin fee / account holder | $1,151 | $10,129-88.6% | $8,703-86.8% | $12,270-90.6% |