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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 | $107,153 | $106,864+0.3% | $147,318-27.3% | $82,637+29.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.1%-0.2pp | 68.1%+13.8pp |
| Annual return | 18.46% | 27.49%-9.0pp | 70.43%-52.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $3,794 | $3,417+11.0% | $4,593-17.4% | $2,552+48.7% |
| Participant deferral / active EE | $9,379 | $6,496+44.4% | $7,906+18.6% | $4,126+127.3% |
| Admin fee / account holder | $6,575 | $8,415-21.9% | $13,708-52.0% | $7,339-10.4% |