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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 | $97,210 | $101,950-4.6% | $125,529-22.6% | $86,983+11.8% |
| Participation rate | 73.4% | 70.2%+3.3pp | 74.7%-1.3pp | 69.5%+3.9pp |
| Annual return | 12.59% | 18.29%-5.7pp | 202.56%-190.0pp | 25.83%-13.2pp |
| Employer contribution / active EE | $3,536 | $2,358+50.0% | $3,058+15.7% | $2,584+36.8% |
| Participant deferral / active EE | $5,782 | $3,862+49.7% | $4,813+20.1% | $4,194+37.9% |
| Admin fee / account holder | $9,122 | $12,791-28.7% | $16,298-44.0% | $7,856+16.1% |