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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 | $95,583 | $86,288+10.8% | $111,306-14.1% | $85,851+11.3% |
| Participation rate | 72.1% | 73.3%-1.3pp | 77.3%-5.3pp | 69.3%+2.7pp |
| Annual return | 14.18% | 19.99%-5.8pp | 54.67%-40.5pp | 318.63%-304.5pp |
| Employer contribution / active EE | $1,761 | $2,044-13.8% | $2,732-35.5% | $2,565-31.3% |
| Participant deferral / active EE | $3,771 | $3,641+3.6% | $4,488-16.0% | $3,952-4.6% |
| Admin fee / account holder | $1,470 | $8,189-82.0% | $7,966-81.5% | $6,261-76.5% |