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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 | $104,383 | $98,982+5.5% | $162,177-35.6% | $65,185+60.1% |
| Participation rate | 79.4% | 85.8%-6.4pp | 87.6%-8.1pp | 70.2%+9.2pp |
| Annual return | 25.54% | 24.84%+0.7pp | 115.60%-90.1pp | 29.38%-3.8pp |
| Employer contribution / active EE | $2,947 | $3,467-15.0% | $5,613-47.5% | $2,177+35.4% |
| Participant deferral / active EE | $5,187 | $5,384-3.7% | $7,297-28.9% | $3,514+47.6% |
| Admin fee / account holder | $2,946 | $596+393.9% | $10,843-72.8% | $847+247.7% |