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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 | $87,917 | $136,860-35.8% | $120,344-26.9% | $154,746-43.2% |
| Participation rate | 85.0% | 79.9%+5.1pp | 76.7%+8.3pp | 80.7%+4.3pp |
| Annual return | 18.00% | 21.38%-3.4pp | 20.30%-2.3pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,381 | $3,533-32.6% | $3,020-21.2% | $4,379-45.6% |
| Participant deferral / active EE | $5,296 | $5,793-8.6% | $5,135+3.1% | $6,730-21.3% |
| Admin fee / account holder | $1,182 | $15,393-92.3% | $12,742-90.7% | $14,365-91.8% |