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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 | $99,183 | $94,031+5.5% | $115,768-14.3% | $82,448+20.3% |
| Participation rate | 76.2% | 70.4%+5.8pp | 74.4%+1.8pp | 68.1%+8.1pp |
| Annual return | 15.79% | 20.61%-4.8pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,034 | $2,323-12.4% | $2,940-30.8% | $2,551-20.3% |
| Participant deferral / active EE | $4,309 | $3,972+8.5% | $4,917-12.4% | $4,139+4.1% |
| Admin fee / account holder | $2,323 | $10,249-77.3% | $12,439-81.3% | $7,234-67.9% |