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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 | $105,825 | $106,524-0.7% | $152,301-30.5% | $87,485+21.0% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.4%+1.4pp | 68.9%+14.9pp |
| Annual return | 19.88% | 26.89%-7.0pp | 80.50%-60.6pp | 26.06%-6.2pp |
| Employer contribution / active EE | $3,053 | $3,371-9.4% | $4,624-34.0% | $2,596+17.6% |
| Participant deferral / active EE | $8,562 | $6,525+31.2% | $8,004+7.0% | $4,274+100.3% |
| Admin fee / account holder | $2,409 | $8,287-70.9% | $14,398-83.3% | $7,775-69.0% |