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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 | $114,712-4.4% | $173,730-36.8% | $87,485+25.4% |
| Participation rate | 80.9% | 73.0%+7.9pp | 79.6%+1.3pp | 68.9%+12.0pp |
| Annual return | 16.59% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $3,336 | $2,904+14.9% | $4,577-27.1% | $2,596+28.5% |
| Participant deferral / active EE | $7,803 | $4,642+68.1% | $6,326+23.3% | $4,274+82.6% |
| Admin fee / account holder | $7,303 | $10,210-28.5% | $17,523-58.3% | $7,775-6.1% |