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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 | $81,637 | $126,661-35.5% | $113,397-28.0% | $138,895-41.2% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.5%+13.0pp | 79.9%+9.6pp |
| Annual return | 14.45% | 25.05%-10.6pp | 23.20%-8.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,891 | $3,456-45.3% | $2,977-36.5% | $4,194-54.9% |
| Participant deferral / active EE | $4,366 | $5,693-23.3% | $5,076-14.0% | $6,396-31.7% |
| Admin fee / account holder | $30,419 | $14,549+109.1% | $11,957+154.4% | $12,562+142.1% |