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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 | $101,859 | $99,345+2.5% | $84,753+20.2% | $273,972-62.8% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 11.06% | 22.93%-11.9pp | 22.78%-11.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $3,571 | $4,214-15.3% | $3,574-0.1% | $4,869-26.7% |
| Participant deferral / active EE | $9,939 | $4,270+132.8% | $3,712+167.8% | $5,287+88.0% |
| Admin fee / account holder | $4,968 | $6,645-25.2% | $5,333-6.8% | $10,133-51.0% |