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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 | $100,434 | $72,404+38.7% | $110,243-8.9% | $64,173+56.5% |
| Participation rate | 76.3% | 73.3%+3.0pp | 79.8%-3.5pp | 69.6%+6.7pp |
| Annual return | 8.50% | -6.29%+14.8pp | 314.76%-306.3pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,695 | $2,282+18.1% | $3,827-29.6% | $2,381+13.2% |
| Participant deferral / active EE | $2,849 | $3,469-17.9% | $4,672-39.0% | $3,470-17.9% |
| Admin fee / account holder | $4,016 | $5,664-29.1% | $8,548-53.0% | $4,887-17.8% |