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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 | $81,183 | $107,809-24.7% | $97,032-16.3% | $155,188-47.7% |
| Participation rate | 90.9% | 75.5%+15.4pp | 71.6%+19.3pp | 80.8%+10.1pp |
| Annual return | 15.82% | 38.06%-22.2pp | 35.38%-19.6pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,350 | $2,911-19.3% | $2,629-10.6% | $4,248-44.7% |
| Participant deferral / active EE | $2,932 | $5,129-42.8% | $4,672-37.2% | $6,531-55.1% |
| Admin fee / account holder | $1,662 | $10,717-84.5% | $9,418-82.4% | $14,480-88.5% |