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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 | $87,680 | $185,312-52.7% | $161,489-45.7% | $154,746-43.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 12.03% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,906 | $4,769-60.0% | $4,268-55.3% | $4,379-56.5% |
| Participant deferral / active EE | $2,140 | $6,350-66.3% | $5,630-62.0% | $6,730-68.2% |
| Admin fee / account holder | $42,703 | $18,654+128.9% | $16,006+166.8% | $14,365+197.3% |