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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 | $128,101 | $149,679-14.4% | $117,039+9.5% | $147,586-13.2% |
| Participation rate | 76.5% | 83.5%-7.0pp | 77.2%-0.7pp | 82.8%-6.4pp |
| Annual return | 19.70% | 19.31%+0.4pp | 18.95%+0.8pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,879 | $4,937-61.9% | $3,785-50.4% | $4,876-61.5% |
| Participant deferral / active EE | $4,403 | $4,912-10.4% | $3,929+12.0% | $5,439-19.0% |
| Admin fee / account holder | $5,982 | $7,856-23.9% | $5,974+0.1% | $10,886-45.0% |