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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 | $101,875 | $101,778+0.1% | $164,975-38.2% | $80,925+25.9% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.7%+10.1pp |
| Annual return | 16.45% | 16.73%-0.3pp | 70.12%-53.7pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,231 | $2,954-58.3% | $4,343-71.7% | $2,756-55.3% |
| Participant deferral / active EE | $4,976 | $4,477+11.1% | $6,033-17.5% | $4,299+15.8% |
| Admin fee / account holder | $7,711 | $8,221-6.2% | $12,688-39.2% | $6,940+11.1% |