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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 | $65,464 | $107,666-39.2% | $102,184-35.9% | $154,746-57.7% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 19.29% | 29.33%-10.0pp | 31.58%-12.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,912 | $3,846+1.7% | $3,594+8.9% | $4,379-10.7% |
| Participant deferral / active EE | $8,593 | $8,719-1.4% | $8,309+3.4% | $6,730+27.7% |
| Admin fee / account holder | $3,458 | $12,943-73.3% | $11,609-70.2% | $14,365-75.9% |