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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 | $167,415-47.5% | $140,514-37.4% | $198,609-55.7% |
| Participation rate | 85.0% | 80.9%+4.1pp | 77.8%+7.2pp | 82.4%+2.6pp |
| Annual return | 18.00% | 13.85%+4.1pp | 14.36%+3.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,381 | $4,088-41.7% | $3,378-29.5% | $5,055-52.9% |
| Participant deferral / active EE | $5,296 | $5,579-5.1% | $4,919+7.7% | $6,977-24.1% |
| Admin fee / account holder | $1,182 | $16,730-92.9% | $13,697-91.4% | $19,030-93.8% |