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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 | $106,749+1.0% | $145,433-25.9% | $82,448+30.7% |
| Participation rate | 79.5% | 75.6%+3.8pp | 82.1%-2.6pp | 68.1%+11.4pp |
| Annual return | 17.05% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,162 | $3,444-37.2% | $4,554-52.5% | $2,551-15.3% |
| Participant deferral / active EE | $6,613 | $6,519+1.4% | $7,897-16.3% | $4,139+59.8% |
| Admin fee / account holder | $939 | $8,390-88.8% | $13,129-92.9% | $7,234-87.0% |