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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 | $109,181 | $104,098+4.9% | $140,514-22.3% | $94,015+16.1% |
| Participation rate | 73.0% | 73.7%-0.7pp | 77.8%-4.8pp | 70.8%+2.2pp |
| Annual return | 10.56% | 15.14%-4.6pp | 14.36%-3.8pp | 17.84%-7.3pp |
| Employer contribution / active EE | $2,795 | $2,388+17.0% | $3,378-17.3% | $2,790+0.2% |
| Participant deferral / active EE | $6,319 | $4,033+56.7% | $4,919+28.5% | $4,249+48.7% |
| Admin fee / account holder | $6,432 | $10,439-38.4% | $13,697-53.0% | $8,951-28.1% |