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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 | $105,460 | $99,345+6.2% | $84,753+24.4% | $273,972-61.5% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 9.03% | 22.93%-13.9pp | 22.78%-13.8pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,118 | $4,214-73.5% | $3,574-68.7% | $4,869-77.0% |
| Participant deferral / active EE | $4,319 | $4,270+1.2% | $3,712+16.4% | $5,287-18.3% |
| Admin fee / account holder | $10,869 | $6,645+63.6% | $5,333+103.8% | $10,133+7.3% |