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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 | $105,751 | $101,798+3.9% | $165,071-35.9% | $80,935+30.7% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.7%+8.3pp |
| Annual return | 11.14% | 16.73%-5.6pp | 70.17%-59.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,416 | $2,954-52.1% | $4,347-67.4% | $2,757-48.6% |
| Participant deferral / active EE | $3,930 | $4,476-12.2% | $6,035-34.9% | $4,299-8.6% |
| Admin fee / account holder | $993 | $8,221-87.9% | $12,695-92.2% | $6,924-85.7% |