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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 | $107,922 | $115,225-6.3% | $100,712+7.2% | $138,895-22.3% |
| Participation rate | 77.8% | 74.3%+3.4pp | 69.3%+8.5pp | 79.9%-2.1pp |
| Annual return | 19.98% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $4,131 | $2,771+49.1% | $2,313+78.6% | $4,194-1.5% |
| Participant deferral / active EE | $6,847 | $4,699+45.7% | $4,085+67.6% | $6,396+7.0% |
| Admin fee / account holder | $4,118 | $10,844-62.0% | $9,256-55.5% | $12,562-67.2% |