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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 | $106,049 | $106,749-0.7% | $145,433-27.1% | $82,448+28.6% |
| Participation rate | 78.4% | 75.6%+2.7pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 15.50% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,589 | $3,444+4.2% | $4,554-21.2% | $2,551+40.7% |
| Participant deferral / active EE | $8,173 | $6,519+25.4% | $7,897+3.5% | $4,139+97.4% |
| Admin fee / account holder | $8,370 | $8,390-0.2% | $13,129-36.3% | $7,234+15.7% |