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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 | $108,058 | $126,661-14.7% | $113,397-4.7% | $138,895-22.2% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.5%+19.3pp | 79.9%+15.9pp |
| Annual return | 12.70% | 25.05%-12.4pp | 23.20%-10.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,852 | $3,456-17.5% | $2,977-4.2% | $4,194-32.0% |
| Participant deferral / active EE | $7,065 | $5,693+24.1% | $5,076+39.2% | $6,396+10.4% |
| Admin fee / account holder | $3,279 | $14,549-77.5% | $11,957-72.6% | $12,562-73.9% |