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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 | $80,567 | $126,661-36.4% | $113,397-29.0% | $138,895-42.0% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.5%+5.9pp | 79.9%+2.4pp |
| Annual return | 10.34% | 25.05%-14.7pp | 23.20%-12.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,164 | $3,456-37.4% | $2,977-27.3% | $4,194-48.4% |
| Participant deferral / active EE | $5,841 | $5,693+2.6% | $5,076+15.1% | $6,396-8.7% |
| Admin fee / account holder | $17,498 | $14,549+20.3% | $11,957+46.3% | $12,562+39.3% |