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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 | $100,586 | $99,994+0.6% | $146,643-31.4% | $85,847+17.2% |
| Participation rate | 73.7% | 73.1%+0.6pp | 80.1%-6.4pp | 69.3%+4.4pp |
| Annual return | 20.06% | 18.93%+1.1pp | 22.75%-2.7pp | 318.61%-298.5pp |
| Employer contribution / active EE | $2,522 | $2,559-1.4% | $4,137-39.0% | $2,565-1.7% |
| Participant deferral / active EE | $9,879 | $4,006+146.6% | $5,506+79.4% | $3,952+150.0% |
| Admin fee / account holder | $4,936 | $7,703-35.9% | $10,280-52.0% | $6,261-21.2% |