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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 | $108,808 | $106,749+1.9% | $145,433-25.2% | $82,448+32.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 14.25% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,550 | $3,444-26.0% | $4,554-44.0% | $2,5510% |
| Participant deferral / active EE | $4,747 | $6,519-27.2% | $7,897-39.9% | $4,139+14.7% |
| Admin fee / account holder | $18,934 | $8,390+125.7% | $13,129+44.2% | $7,234+161.7% |