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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 | $135,656 | $106,749+27.1% | $145,433-6.7% | $82,448+64.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 16.77% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,091 | $3,444-10.3% | $4,554-32.1% | $2,551+21.2% |
| Participant deferral / active EE | $6,512 | $6,519-0.1% | $7,897-17.5% | $4,139+57.3% |
| Admin fee / account holder | $2,122 | $8,390-74.7% | $13,129-83.8% | $7,234-70.7% |