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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 | $100,447 | $97,648+2.9% | $121,663-17.4% | $87,485+14.8% |
| Participation rate | 72.0% | 70.5%+1.5pp | 74.5%-2.5pp | 68.9%+3.1pp |
| Annual return | 15.29% | 18.03%-2.7pp | 147.54%-132.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,244 | $2,300-2.4% | $3,020-25.7% | $2,596-13.6% |
| Participant deferral / active EE | $5,481 | $3,923+39.7% | $4,887+12.1% | $4,274+28.2% |
| Admin fee / account holder | $35,302 | $11,100+218.0% | $14,289+147.1% | $7,775+354.1% |