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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 | $97,648+1.6% | $121,663-18.5% | $87,485+13.4% |
| Participation rate | 76.2% | 70.5%+5.7pp | 74.5%+1.7pp | 68.9%+7.3pp |
| Annual return | 15.79% | 18.03%-2.2pp | 147.54%-131.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,034 | $2,300-11.6% | $3,020-32.6% | $2,596-21.6% |
| Participant deferral / active EE | $4,309 | $3,923+9.8% | $4,887-11.8% | $4,274+0.8% |
| Admin fee / account holder | $2,323 | $11,100-79.1% | $14,289-83.7% | $7,775-70.1% |