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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 | $98,986 | $93,598+5.8% | $135,974-27.2% | $75,173+31.7% |
| Participation rate | 82.6% | 75.2%+7.4pp | 81.9%+0.7pp | 67.2%+15.4pp |
| Annual return | 15.84% | 30.89%-15.0pp | 68.30%-52.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,439 | $3,538-59.3% | $4,859-70.4% | $2,671-46.1% |
| Participant deferral / active EE | $5,512 | $6,405-14.0% | $7,760-29.0% | $4,126+33.6% |
| Admin fee / account holder | $2,129 | $6,978-69.5% | $10,767-80.2% | $5,651-62.3% |