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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 | $111,144 | $105,284+5.6% | $150,734-26.3% | $94,015+18.2% |
| Participation rate | 70.1% | 71.7%-1.6pp | 78.4%-8.3pp | 70.8%-0.7pp |
| Annual return | 15.78% | 15.67%+0.1pp | 600.81%-585.0pp | 17.84%-2.1pp |
| Employer contribution / active EE | $2,853 | $3,599-20.7% | $4,918-42.0% | $2,790+2.3% |
| Participant deferral / active EE | $4,715 | $4,274+10.3% | $5,610-16.0% | $4,249+11.0% |
| Admin fee / account holder | $8,837 | $9,839-10.2% | $14,905-40.7% | $8,951-1.3% |