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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 | $108,063 | $99,345+8.8% | $84,753+27.5% | $273,972-60.6% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 7.56% | 22.93%-15.4pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,160 | $4,214-25.0% | $3,574-11.6% | $4,869-35.1% |
| Participant deferral / active EE | $6,684 | $4,270+56.5% | $3,712+80.1% | $5,287+26.4% |
| Admin fee / account holder | $5,839 | $6,645-12.1% | $5,333+9.5% | $10,133-42.4% |