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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 | $104,018 | $251,004-58.6% | $191,597-45.7% | $138,895-25.1% |
| Participation rate | 78.6% | 82.4%-3.8pp | 76.9%+1.6pp | 79.9%-1.3pp |
| Annual return | 16.56% | 31.05%-14.5pp | 27.07%-10.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $4,775 | $6,226-23.3% | $5,025-5.0% | $4,194+13.9% |
| Participant deferral / active EE | $13,414 | $8,154+64.5% | $6,850+95.8% | $6,396+109.7% |
| Admin fee / account holder | $1,579 | $31,471-95.0% | $22,799-93.1% | $12,562-87.4% |