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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 | $107,346 | $106,864+0.5% | $147,318-27.1% | $82,637+29.9% |
| Participation rate | 72.5% | 75.5%-3.0pp | 82.1%-9.6pp | 68.1%+4.4pp |
| Annual return | 16.45% | 27.49%-11.0pp | 70.43%-54.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $4,634 | $3,417+35.6% | $4,593+0.9% | $2,552+81.6% |
| Participant deferral / active EE | $10,867 | $6,496+67.3% | $7,906+37.4% | $4,126+163.4% |
| Admin fee / account holder | $26,096 | $8,415+210.1% | $13,708+90.4% | $7,339+255.6% |