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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 | $107,781 | $106,524+1.2% | $152,301-29.2% | $87,485+23.2% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.4%-3.0pp | 68.9%+10.6pp |
| Annual return | 17.05% | 26.89%-9.8pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,162 | $3,371-35.9% | $4,624-53.3% | $2,596-16.7% |
| Participant deferral / active EE | $6,613 | $6,525+1.3% | $8,004-17.4% | $4,274+54.7% |
| Admin fee / account holder | $939 | $8,287-88.7% | $14,398-93.5% | $7,775-87.9% |