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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 | $107,963 | $101,950+5.9% | $125,529-14.0% | $86,983+24.1% |
| Participation rate | 75.6% | 70.2%+5.4pp | 74.7%+0.8pp | 69.5%+6.0pp |
| Annual return | 16.44% | 18.29%-1.8pp | 202.56%-186.1pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,424 | $2,358-39.6% | $3,058-53.4% | $2,584-44.9% |
| Participant deferral / active EE | $3,261 | $3,862-15.6% | $4,813-32.2% | $4,194-22.2% |
| Admin fee / account holder | $8,135 | $12,791-36.4% | $16,298-50.1% | $7,856+3.6% |