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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 | $136,860-40.3% | $120,344-32.2% | $154,746-47.2% |
| Participation rate | 89.5% | 79.9%+9.6pp | 76.7%+12.8pp | 80.7%+8.8pp |
| Annual return | 14.45% | 21.38%-6.9pp | 20.30%-5.8pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,891 | $3,533-46.5% | $3,020-37.4% | $4,379-56.8% |
| Participant deferral / active EE | $4,366 | $5,793-24.6% | $5,135-15.0% | $6,730-35.1% |
| Admin fee / account holder | $30,419 | $15,393+97.6% | $12,742+138.7% | $14,365+111.8% |