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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 | $117,372 | $106,749+10.0% | $145,433-19.3% | $82,448+42.4% |
| Participation rate | 75.7% | 75.6%0pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 19.93% | 27.59%-7.7pp | 66.58%-46.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,265 | $3,444-5.2% | $4,554-28.3% | $2,551+28.0% |
| Participant deferral / active EE | $7,205 | $6,519+10.5% | $7,897-8.8% | $4,139+74.1% |
| Admin fee / account holder | $6,981 | $8,390-16.8% | $13,129-46.8% | $7,234-3.5% |