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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 | $106,231 | $106,864-0.6% | $147,318-27.9% | $82,637+28.6% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.1%+12.7pp | 68.1%+26.7pp |
| Annual return | 18.23% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,615 | $3,417-23.5% | $4,593-43.1% | $2,552+2.4% |
| Participant deferral / active EE | $5,682 | $6,496-12.5% | $7,906-28.1% | $4,126+37.7% |
| Admin fee / account holder | $514 | $8,415-93.9% | $13,708-96.3% | $7,339-93.0% |