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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 | $109,721 | $115,931-5.4% | $185,441-40.8% | $86,983+26.1% |
| Participation rate | 80.9% | 73.6%+7.3pp | 80.3%+0.6pp | 69.5%+11.3pp |
| Annual return | 16.59% | 21.47%-4.9pp | 20.16%-3.6pp | 25.83%-9.2pp |
| Employer contribution / active EE | $3,336 | $2,937+13.6% | $4,672-28.6% | $2,584+29.1% |
| Participant deferral / active EE | $7,803 | $4,551+71.5% | $6,152+26.8% | $4,194+86.1% |
| Admin fee / account holder | $7,303 | $10,687-31.7% | $17,890-59.2% | $7,856-7.0% |