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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 | $105,604 | $115,225-8.3% | $100,712+4.9% | $138,895-24.0% |
| Participation rate | 73.7% | 74.3%-0.7pp | 69.3%+4.4pp | 79.9%-6.2pp |
| Annual return | 22.19% | 40.35%-18.2pp | 33.27%-11.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,724 | $2,771-37.8% | $2,313-25.5% | $4,194-58.9% |
| Participant deferral / active EE | $3,934 | $4,699-16.3% | $4,085-3.7% | $6,396-38.5% |
| Admin fee / account holder | $1,275 | $10,844-88.2% | $9,256-86.2% | $12,562-89.8% |