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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 | $107,492 | $106,749+0.7% | $145,433-26.1% | $82,448+30.4% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 17.27% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,258 | $3,444-34.5% | $4,554-50.4% | $2,551-11.5% |
| Participant deferral / active EE | $5,598 | $6,519-14.1% | $7,897-29.1% | $4,139+35.2% |
| Admin fee / account holder | $900 | $8,390-89.3% | $13,129-93.1% | $7,234-87.6% |