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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 | $89,898 | $106,280-15.4% | $96,538-6.9% | $139,487-35.6% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 30.54% | 38.48%-7.9pp | 35.74%-5.2pp | 373.84%-343.3pp |
| Employer contribution / active EE | $3,612 | $4,107-12.1% | $3,740-3.4% | $4,755-24.0% |
| Participant deferral / active EE | $3,567 | $5,457-34.6% | $4,880-26.9% | $6,713-46.9% |
| Admin fee / account holder | $8,736 | $7,888+10.8% | $6,737+29.7% | $11,407-23.4% |