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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 | $96,513 | $97,125-0.6% | $86,233+11.9% | $137,256-29.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 18.55% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,692 | $2,841-5.3% | $2,504+7.5% | $4,156-35.2% |
| Participant deferral / active EE | $5,927 | $5,180+14.4% | $4,559+30.0% | $6,407-7.5% |
| Admin fee / account holder | $737 | $9,725-92.4% | $8,342-91.2% | $12,270-94.0% |