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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 | $119,666 | $251,004-52.3% | $191,597-37.5% | $138,895-13.8% |
| Participation rate | 85.7% | 82.4%+3.4pp | 76.9%+8.8pp | 79.9%+5.8pp |
| Annual return | 12.04% | 31.05%-19.0pp | 27.07%-15.0pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,075 | $6,226-50.6% | $5,025-38.8% | $4,194-26.7% |
| Participant deferral / active EE | $5,171 | $8,154-36.6% | $6,850-24.5% | $6,396-19.2% |
| Admin fee / account holder | $9,794 | $31,471-68.9% | $22,799-57.0% | $12,562-22.0% |