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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 | $89,695 | $162,967-45.0% | $135,792-33.9% | $138,895-35.4% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.6%+7.4pp | 79.9%+0.1pp |
| Annual return | 12.51% | 30.08%-17.6pp | 25.96%-13.4pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,631 | $4,211-37.5% | $3,496-24.7% | $4,194-37.3% |
| Participant deferral / active EE | $3,474 | $5,640-38.4% | $4,759-27.0% | $6,396-45.7% |
| Admin fee / account holder | $1,319 | $15,306-91.4% | $12,266-89.2% | $12,562-89.5% |