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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 | $106,280 | $77,574+37.0% | $108,753-2.3% | $86,983+22.2% |
| Participation rate | 73.0% | 62.3%+10.7pp | 71.1%+1.9pp | 69.5%+3.4pp |
| Annual return | 18.52% | 18.42%+0.1pp | 37.47%-19.0pp | 25.83%-7.3pp |
| Employer contribution / active EE | $730 | $1,611-54.7% | $2,427-69.9% | $2,584-71.8% |
| Participant deferral / active EE | $3,229 | $3,128+3.2% | $4,115-21.5% | $4,194-23.0% |
| Admin fee / account holder | $9,599 | $6,529+47.0% | $10,320-7.0% | $7,856+22.2% |