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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 | $109,850 | $107,809+1.9% | $97,032+13.2% | $155,188-29.2% |
| Participation rate | 77.8% | 75.5%+2.3pp | 71.6%+6.2pp | 80.8%-3.0pp |
| Annual return | 12.94% | 38.06%-25.1pp | 35.38%-22.4pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,329 | $2,911-54.4% | $2,629-49.5% | $4,248-68.7% |
| Participant deferral / active EE | $2,996 | $5,129-41.6% | $4,672-35.9% | $6,531-54.1% |
| Admin fee / account holder | $3,297 | $10,717-69.2% | $9,418-65.0% | $14,480-77.2% |