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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 | $85,514 | $78,423+9.0% | $95,964-10.9% | $79,856+7.1% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 16.01% | 19.37%-3.4pp | 91.64%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,153 | $1,945+10.7% | $2,541-15.3% | $2,471-12.9% |
| Participant deferral / active EE | $4,420 | $3,440+28.5% | $4,167+6.1% | $3,741+18.2% |
| Admin fee / account holder | $2,372 | $5,622-57.8% | $6,797-65.1% | $5,306-55.3% |