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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 | $133,005 | $282,059-52.8% | $213,469-37.7% | $154,746-14.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 77.1%+15.2pp | 80.7%+11.6pp |
| Annual return | 15.67% | 20.90%-5.2pp | 20.58%-4.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,429 | $6,189-60.8% | $4,994-51.4% | $4,379-44.5% |
| Participant deferral / active EE | $7,441 | $8,186-9.1% | $6,841+8.8% | $6,730+10.6% |
| Admin fee / account holder | $16,518 | $37,435-55.9% | $27,141-39.1% | $14,365+15.0% |