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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 | $110,862 | $106,749+3.9% | $145,433-23.8% | $82,448+34.5% |
| Participation rate | 75.6% | 75.6%-0.1pp | 82.1%-6.6pp | 68.1%+7.5pp |
| Annual return | 17.12% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,278 | $3,444-62.9% | $4,554-71.9% | $2,551-49.9% |
| Participant deferral / active EE | $3,672 | $6,519-43.7% | $7,897-53.5% | $4,139-11.3% |
| Admin fee / account holder | $4,291 | $8,390-48.9% | $13,129-67.3% | $7,234-40.7% |