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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 | $103,310 | $98,776+4.6% | $149,745-31.0% | $79,856+29.4% |
| Participation rate | 70.8% | 75.8%-5.0pp | 82.5%-11.6pp | 69.6%+1.2pp |
| Annual return | 14.84% | 27.38%-12.5pp | 276.72%-261.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,463 | $3,217-23.5% | $4,646-47.0% | $2,471-0.3% |
| Participant deferral / active EE | $6,386 | $5,681+12.4% | $6,843-6.7% | $3,741+70.7% |
| Admin fee / account holder | $5,984 | $6,053-1.1% | $9,312-35.7% | $5,306+12.8% |