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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 | $106,112 | $138,393-23.3% | $184,256-42.4% | $80,959+31.1% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.7%+17.5pp |
| Annual return | 19.65% | 20.01%-0.4pp | 28.85%-9.2pp | 35.67%-16.0pp |
| Employer contribution / active EE | $5,167 | $4,847+6.6% | $6,427-19.6% | $2,757+87.4% |
| Participant deferral / active EE | $9,690 | $7,076+36.9% | $9,133+6.1% | $4,300+125.3% |
| Admin fee / account holder | $1,047 | $10,489-90.0% | $13,899-92.5% | $6,925-84.9% |