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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 | $91,882 | $136,860-32.9% | $120,344-23.7% | $154,746-40.6% |
| Participation rate | 93.8% | 79.9%+13.9pp | 76.7%+17.0pp | 80.7%+13.0pp |
| Annual return | 16.80% | 21.38%-4.6pp | 20.30%-3.5pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,094 | $3,533-40.7% | $3,020-30.7% | $4,379-52.2% |
| Participant deferral / active EE | $5,061 | $5,793-12.6% | $5,135-1.4% | $6,730-24.8% |
| Admin fee / account holder | $6,931 | $15,393-55.0% | $12,742-45.6% | $14,365-51.8% |