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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 | $106,864+1.8% | $147,318-26.1% | $82,637+31.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 14.25% | 27.49%-13.2pp | 70.43%-56.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,550 | $3,417-25.4% | $4,593-44.5% | $2,552-0.1% |
| Participant deferral / active EE | $4,747 | $6,496-26.9% | $7,906-40.0% | $4,126+15.1% |
| Admin fee / account holder | $18,934 | $8,415+125.0% | $13,708+38.1% | $7,339+158.0% |