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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 | $101,093 | $136,860-26.1% | $120,344-16.0% | $154,746-34.7% |
| Participation rate | 94.4% | 79.9%+14.6pp | 76.7%+17.7pp | 80.7%+13.7pp |
| Annual return | 9.96% | 21.38%-11.4pp | 20.30%-10.3pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,016 | $3,533-42.9% | $3,020-33.3% | $4,379-54.0% |
| Participant deferral / active EE | $4,904 | $5,793-15.4% | $5,135-4.5% | $6,730-27.1% |
| Admin fee / account holder | $17,469 | $15,393+13.5% | $12,742+37.1% | $14,365+21.6% |