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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 | $107,987 | $176,838-38.9% | $146,685-26.4% | $167,518-35.5% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 10.41% | 24.04%-13.6pp | 22.75%-12.3pp | 478.71%-468.3pp |
| Employer contribution / active EE | $4,015 | $5,161-22.2% | $4,137-2.9% | $4,838-17.0% |
| Participant deferral / active EE | $6,789 | $6,441+5.4% | $5,507+23.3% | $6,342+7.0% |
| Admin fee / account holder | $2,065 | $13,262-84.4% | $10,281-79.9% | $12,312-83.2% |