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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 | $101,549 | $126,661-19.8% | $113,397-10.4% | $138,895-26.9% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.5%+5.9pp | 79.9%+2.4pp |
| Annual return | 17.25% | 25.05%-7.8pp | 23.20%-5.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,617 | $3,456+4.7% | $2,977+21.5% | $4,194-13.8% |
| Participant deferral / active EE | $5,405 | $5,693-5.1% | $5,076+6.5% | $6,396-15.5% |
| Admin fee / account holder | $8,437 | $14,549-42.0% | $11,957-29.4% | $12,562-32.8% |