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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 | $105,529 | $77,472+36.2% | $100,415+5.1% | $80,959+30.3% |
| Participation rate | 73.6% | 76.9%-3.4pp | 81.5%-7.9pp | 67.7%+5.9pp |
| Annual return | 14.49% | 37.26%-22.8pp | 49.47%-35.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,253 | $2,800-55.3% | $3,943-68.2% | $2,757-54.6% |
| Participant deferral / active EE | $5,615 | $6,818-17.6% | $8,091-30.6% | $4,300+30.6% |
| Admin fee / account holder | $11,862 | $5,885+101.6% | $7,906+50.0% | $6,925+71.3% |