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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 | $138,312-41.0% | $122,979-33.6% | $155,188-47.4% |
| Participation rate | 89.5% | 80.2%+9.3pp | 77.2%+12.3pp | 80.8%+8.7pp |
| Annual return | 14.45% | 22.06%-7.6pp | 20.12%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,891 | $3,530-46.4% | $3,062-38.3% | $4,248-55.5% |
| Participant deferral / active EE | $4,366 | $5,592-21.9% | $5,003-12.7% | $6,531-33.2% |
| Admin fee / account holder | $30,419 | $15,089+101.6% | $12,864+136.5% | $14,480+110.1% |