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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 | $110,638 | $106,864+3.5% | $147,318-24.9% | $82,637+33.9% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.1%-5.4pp | 68.1%+8.6pp |
| Annual return | 14.30% | 27.49%-13.2pp | 70.43%-56.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,063 | $3,417-68.9% | $4,593-76.8% | $2,552-58.3% |
| Participant deferral / active EE | $4,060 | $6,496-37.5% | $7,906-48.7% | $4,126-1.6% |
| Admin fee / account holder | $7,233 | $8,415-14.0% | $13,708-47.2% | $7,339-1.4% |