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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 | $85,927 | $107,809-20.3% | $97,032-11.4% | $155,188-44.6% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 14.00% | 38.06%-24.1pp | 35.38%-21.4pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,698 | $2,911-7.3% | $2,629+2.6% | $4,248-36.5% |
| Participant deferral / active EE | $4,251 | $5,129-17.1% | $4,672-9.0% | $6,531-34.9% |
| Admin fee / account holder | $682 | $10,717-93.6% | $9,418-92.8% | $14,480-95.3% |