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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 | $115,986 | $106,524+8.9% | $152,301-23.8% | $87,485+32.6% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.4%-4.7pp | 68.9%+8.8pp |
| Annual return | 18.51% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $3,065 | $3,371-9.1% | $4,624-33.7% | $2,596+18.0% |
| Participant deferral / active EE | $9,092 | $6,525+39.3% | $8,004+13.6% | $4,274+112.8% |
| Admin fee / account holder | $2,081 | $8,287-74.9% | $14,398-85.5% | $7,775-73.2% |