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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 | $93,999 | $93,598+0.4% | $135,974-30.9% | $75,173+25.0% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 18.44% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $3,378 | $3,538-4.5% | $4,859-30.5% | $2,671+26.5% |
| Participant deferral / active EE | $6,606 | $6,405+3.1% | $7,760-14.9% | $4,126+60.1% |
| Admin fee / account holder | $2,502 | $6,978-64.1% | $10,767-76.8% | $5,651-55.7% |