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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 | $126,661-19.0% | $113,397-9.5% | $138,895-26.1% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.5%+6.1pp | 79.9%+2.7pp |
| Annual return | 12.54% | 25.05%-12.5pp | 23.20%-10.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $3,709 | $3,456+7.3% | $2,977+24.6% | $4,194-11.6% |
| Participant deferral / active EE | $3,725 | $5,693-34.6% | $5,076-26.6% | $6,396-41.8% |
| Admin fee / account holder | $2,827 | $14,549-80.6% | $11,957-76.4% | $12,562-77.5% |