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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 | $104,455 | $99,875+4.6% | $146,866-28.9% | $86,983+20.1% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 15.89% | 28.10%-12.2pp | 102.85%-87.0pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,036 | $3,224-67.9% | $4,425-76.6% | $2,584-59.9% |
| Participant deferral / active EE | $4,580 | $6,322-27.6% | $7,759-41.0% | $4,194+9.2% |
| Admin fee / account holder | $3,008 | $7,838-61.6% | $13,620-77.9% | $7,856-61.7% |