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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 | $94,860 | $89,259+6.3% | $107,187-11.5% | $82,637+14.8% |
| Participation rate | 72.9% | 67.9%+5.0pp | 75.0%-2.1pp | 68.1%+4.8pp |
| Annual return | 14.07% | 21.02%-7.0pp | 204.55%-190.5pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,964 | $3,080-3.8% | $3,782-21.6% | $2,552+16.1% |
| Participant deferral / active EE | $5,864 | $4,037+45.3% | $5,096+15.1% | $4,126+42.1% |
| Admin fee / account holder | $2,928 | $7,381-60.3% | $9,162-68.0% | $7,339-60.1% |