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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 | $123,060 | $123,793-0.6% | $177,848-30.8% | $79,856+54.1% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 13.75% | 22.82%-9.1pp | 48.33%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,312 | $4,095-43.5% | $5,919-60.9% | $2,471-6.4% |
| Participant deferral / active EE | $6,774 | $5,956+13.7% | $7,714-12.2% | $3,741+81.1% |
| Admin fee / account holder | $8,044 | $7,243+11.1% | $12,431-35.3% | $5,306+51.6% |