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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 | $138,312-36.4% | $122,979-28.5% | $155,188-43.3% |
| Participation rate | 85.0% | 80.2%+4.8pp | 77.2%+7.8pp | 80.8%+4.2pp |
| Annual return | 18.00% | 22.06%-4.1pp | 20.12%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,381 | $3,530-32.6% | $3,062-22.2% | $4,248-43.9% |
| Participant deferral / active EE | $5,296 | $5,592-5.3% | $5,003+5.9% | $6,531-18.9% |
| Admin fee / account holder | $1,182 | $15,089-92.2% | $12,864-90.8% | $14,480-91.8% |