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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 | $102,597 | $167,415-38.7% | $140,514-27.0% | $198,609-48.3% |
| Participation rate | 82.6% | 80.9%+1.7pp | 77.8%+4.8pp | 82.4%+0.2pp |
| Annual return | 12.54% | 13.85%-1.3pp | 14.36%-1.8pp | 202.70%-190.2pp |
| Employer contribution / active EE | $3,709 | $4,088-9.3% | $3,378+9.8% | $5,055-26.6% |
| Participant deferral / active EE | $3,725 | $5,579-33.2% | $4,919-24.3% | $6,977-46.6% |
| Admin fee / account holder | $2,827 | $16,730-83.1% | $13,697-79.4% | $19,030-85.1% |