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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 | $101,795+7.6% | $165,100-33.7% | $80,959+35.3% |
| Participation rate | 74.0% | 71.8%+2.2pp | 78.6%-4.6pp | 67.7%+6.3pp |
| Annual return | 11.17% | 16.73%-5.6pp | 70.21%-59.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,993 | $2,954-32.5% | $4,348-54.2% | $2,757-27.7% |
| Participant deferral / active EE | $5,965 | $4,476+33.3% | $6,035-1.2% | $4,300+38.7% |
| Admin fee / account holder | $2,590 | $8,221-68.5% | $12,696-79.6% | $6,925-62.6% |