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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 | $110,010 | $106,749+3.1% | $145,433-24.4% | $82,448+33.4% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 17.52% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,881 | $3,444-16.3% | $4,554-36.7% | $2,551+13.0% |
| Participant deferral / active EE | $11,631 | $6,519+78.4% | $7,897+47.3% | $4,139+181.0% |
| Admin fee / account holder | $10,976 | $8,390+30.8% | $13,129-16.4% | $7,234+51.7% |