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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 | $106,749+3.1% | $145,433-24.4% | $82,448+33.4% |
| Participation rate | 78.9% | 75.6%+3.3pp | 82.1%-3.2pp | 68.1%+10.9pp |
| Annual return | 16.60% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,419 | $3,444-0.7% | $4,554-24.9% | $2,551+34.0% |
| Participant deferral / active EE | $6,103 | $6,519-6.4% | $7,897-22.7% | $4,139+47.4% |
| Admin fee / account holder | $11,926 | $8,390+42.1% | $13,129-9.2% | $7,234+64.8% |