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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 | $101,926 | $114,712-11.1% | $173,730-41.3% | $87,485+16.5% |
| Participation rate | 73.9% | 73.0%+0.9pp | 79.6%-5.7pp | 68.9%+5.0pp |
| Annual return | 18.19% | 20.18%-2.0pp | 19.96%-1.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $3,470 | $2,904+19.5% | $4,577-24.2% | $2,596+33.6% |
| Participant deferral / active EE | $6,525 | $4,642+40.6% | $6,326+3.1% | $4,274+52.7% |
| Admin fee / account holder | $2,566 | $10,210-74.9% | $17,523-85.4% | $7,775-67.0% |