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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 | $110,093 | $95,453+15.3% | $112,040-1.7% | $82,448+33.5% |
| Participation rate | 74.1% | 72.8%+1.4pp | 76.5%-2.4pp | 68.1%+6.1pp |
| Annual return | 16.87% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,628 | $2,318-29.7% | $2,954-44.9% | $2,551-36.2% |
| Participant deferral / active EE | $2,483 | $4,224-41.2% | $5,098-51.3% | $4,139-40.0% |
| Admin fee / account holder | $6,595 | $9,013-26.8% | $12,098-45.5% | $7,234-8.8% |