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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 | $108,218 | $95,453+13.4% | $112,040-3.4% | $82,448+31.3% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.5%+0.6pp | 68.1%+9.0pp |
| Annual return | 14.48% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,018 | $2,318-56.1% | $2,954-65.5% | $2,551-60.1% |
| Participant deferral / active EE | $2,605 | $4,224-38.3% | $5,098-48.9% | $4,139-37.1% |
| Admin fee / account holder | $2,435 | $9,013-73.0% | $12,098-79.9% | $7,234-66.3% |