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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 | $102,946 | $106,864-3.7% | $147,318-30.1% | $82,637+24.6% |
| Participation rate | 78.5% | 75.5%+3.0pp | 82.1%-3.6pp | 68.1%+10.4pp |
| Annual return | 17.43% | 27.49%-10.1pp | 70.43%-53.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $4,870 | $3,417+42.5% | $4,593+6.0% | $2,552+90.8% |
| Participant deferral / active EE | $5,467 | $6,496-15.8% | $7,906-30.9% | $4,126+32.5% |
| Admin fee / account holder | $6,317 | $8,415-24.9% | $13,708-53.9% | $7,339-13.9% |