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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 | $107,451 | $103,393+3.9% | $87,103+23.4% | $152,909-29.7% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.9%+1.7pp | 82.5%-3.9pp |
| Annual return | 22.56% | 28.10%-5.5pp | 28.19%-5.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $3,173 | $3,221-1.5% | $2,521+25.8% | $4,764-33.4% |
| Participant deferral / active EE | $6,178 | $4,778+29.3% | $4,049+52.6% | $5,851+5.6% |
| Admin fee / account holder | $2,644 | $12,195-78.3% | $7,491-64.7% | $11,601-77.2% |