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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 | $109,507 | $101,763+7.6% | $164,866-33.6% | $80,874+35.4% |
| Participation rate | 74.0% | 71.8%+2.2pp | 78.6%-4.6pp | 67.6%+6.4pp |
| Annual return | 11.17% | 16.73%-5.6pp | 69.97%-58.8pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,993 | $2,954-32.6% | $4,343-54.1% | $2,756-27.7% |
| Participant deferral / active EE | $5,965 | $4,477+33.3% | $6,033-1.1% | $4,297+38.8% |
| Admin fee / account holder | $2,590 | $8,228-68.5% | $12,689-79.6% | $6,935-62.6% |