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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 | $107,061 | $106,864+0.2% | $147,318-27.3% | $82,637+29.6% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.1%-1.3pp | 68.1%+12.7pp |
| Annual return | 17.50% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,893 | $3,417-44.6% | $4,593-58.8% | $2,552-25.8% |
| Participant deferral / active EE | $7,150 | $6,496+10.1% | $7,906-9.6% | $4,126+73.3% |
| Admin fee / account holder | $5,644 | $8,415-32.9% | $13,708-58.8% | $7,339-23.1% |