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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 | $98,240 | $97,125+1.1% | $86,233+13.9% | $137,256-28.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 18.09% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,731 | $2,841-3.9% | $2,504+9.0% | $4,156-34.3% |
| Participant deferral / active EE | $5,042 | $5,180-2.7% | $4,559+10.6% | $6,407-21.3% |
| Admin fee / account holder | $1,819 | $9,725-81.3% | $8,342-78.2% | $12,270-85.2% |