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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 | $89,104 | $138,312-35.6% | $122,979-27.5% | $155,188-42.6% |
| Participation rate | 94.1% | 80.2%+13.9pp | 77.2%+16.9pp | 80.8%+13.3pp |
| Annual return | 13.50% | 22.06%-8.6pp | 20.12%-6.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $7,189 | $3,530+103.6% | $3,062+134.8% | $4,248+69.2% |
| Participant deferral / active EE | $10,244 | $5,592+83.2% | $5,003+104.8% | $6,531+56.8% |
| Admin fee / account holder | $3,107 | $15,089-79.4% | $12,864-75.8% | $14,480-78.5% |