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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 | $126,661-20.2% | $113,397-10.8% | $138,895-27.2% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.5%+17.9pp | 79.9%+14.5pp |
| Annual return | 9.96% | 25.05%-15.1pp | 23.20%-13.2pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,016 | $3,456-41.7% | $2,977-32.3% | $4,194-51.9% |
| Participant deferral / active EE | $4,904 | $5,693-13.9% | $5,076-3.4% | $6,396-23.3% |
| Admin fee / account holder | $17,469 | $14,549+20.1% | $11,957+46.1% | $12,562+39.1% |