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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 | $81,994 | $126,661-35.3% | $113,397-27.7% | $138,895-41.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 16.89% | 25.05%-8.2pp | 23.20%-6.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,796 | $3,456-48.0% | $2,977-39.7% | $4,194-57.2% |
| Participant deferral / active EE | $4,699 | $5,693-17.5% | $5,076-7.4% | $6,396-26.5% |
| Admin fee / account holder | $960 | $14,549-93.4% | $11,957-92.0% | $12,562-92.4% |