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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 | $103,361 | $115,225-10.3% | $100,712+2.6% | $138,895-25.6% |
| Participation rate | 78.3% | 74.3%+3.9pp | 69.3%+9.0pp | 79.9%-1.7pp |
| Annual return | 12.40% | 40.35%-28.0pp | 33.27%-20.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,900 | $2,771-31.4% | $2,313-17.8% | $4,194-54.7% |
| Participant deferral / active EE | $4,518 | $4,699-3.9% | $4,085+10.6% | $6,396-29.4% |
| Admin fee / account holder | $1,509 | $10,844-86.1% | $9,256-83.7% | $12,562-88.0% |