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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 | $103,614 | $93,064+11.3% | $74,577+38.9% | $273,972-62.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 7.24% | 26.18%-18.9pp | 20.47%-13.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,945 | $3,160+56.5% | $2,525+95.8% | $4,869+1.6% |
| Participant deferral / active EE | $4,435 | $4,160+6.6% | $3,458+28.2% | $5,287-16.1% |
| Admin fee / account holder | $2,182 | $5,273-58.6% | $4,138-47.3% | $10,133-78.5% |