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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 | $106,864-0.8% | $147,318-28.0% | $82,637+28.3% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 15.50% | 27.49%-12.0pp | 70.43%-54.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $3,589 | $3,417+5.1% | $4,593-21.9% | $2,552+40.6% |
| Participant deferral / active EE | $8,173 | $6,496+25.8% | $7,906+3.4% | $4,126+98.1% |
| Admin fee / account holder | $8,370 | $8,415-0.5% | $13,708-38.9% | $7,339+14.0% |