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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 | $106,688 | $101,778+4.8% | $164,975-35.3% | $80,925+31.8% |
| Participation rate | 77.9% | 71.8%+6.1pp | 78.6%-0.7pp | 67.7%+10.3pp |
| Annual return | 15.58% | 16.73%-1.1pp | 70.12%-54.5pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,106 | $2,954-28.7% | $4,343-51.5% | $2,756-23.6% |
| Participant deferral / active EE | $11,265 | $4,477+151.6% | $6,033+86.7% | $4,299+162.1% |
| Admin fee / account holder | $10,407 | $8,221+26.6% | $12,688-18.0% | $6,940+50.0% |