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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 | $110,007 | $106,524+3.3% | $152,301-27.8% | $87,485+25.7% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.4%-3.5pp | 68.9%+10.0pp |
| Annual return | 16.60% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.5pp |
| Employer contribution / active EE | $3,419 | $3,371+1.4% | $4,624-26.1% | $2,596+31.7% |
| Participant deferral / active EE | $6,103 | $6,525-6.5% | $8,004-23.8% | $4,274+42.8% |
| Admin fee / account holder | $11,926 | $8,287+43.9% | $14,398-17.2% | $7,775+53.4% |