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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 | $100,046 | $162,967-38.6% | $135,792-26.3% | $138,895-28.0% |
| Participation rate | 73.7% | 78.3%-4.6pp | 72.6%+1.1pp | 79.9%-6.2pp |
| Annual return | 12.40% | 30.08%-17.7pp | 25.96%-13.6pp | 145.39%-133.0pp |
| Employer contribution / active EE | $4,401 | $4,211+4.5% | $3,496+25.9% | $4,194+4.9% |
| Participant deferral / active EE | $7,678 | $5,640+36.1% | $4,759+61.3% | $6,396+20.0% |
| Admin fee / account holder | $1,018 | $15,306-93.4% | $12,266-91.7% | $12,562-91.9% |