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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 | $108,013 | $93,598+15.4% | $135,974-20.6% | $75,173+43.7% |
| Participation rate | 70.3% | 75.2%-4.9pp | 81.9%-11.6pp | 67.2%+3.1pp |
| Annual return | 19.91% | 30.89%-11.0pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $2,403 | $3,538-32.1% | $4,859-50.5% | $2,671-10.0% |
| Participant deferral / active EE | $6,416 | $6,405+0.2% | $7,760-17.3% | $4,126+55.5% |
| Admin fee / account holder | $4,010 | $6,978-42.5% | $10,767-62.8% | $5,651-29.0% |