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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 | $89,773 | $86,294+4.0% | $111,303-19.3% | $85,856+4.6% |
| Participation rate | 73.8% | 73.3%+0.5pp | 77.3%-3.5pp | 69.3%+4.5pp |
| Annual return | 12.61% | 19.99%-7.4pp | 54.66%-42.0pp | 318.58%-306.0pp |
| Employer contribution / active EE | $2,002 | $2,043-2.0% | $2,731-26.7% | $2,565-21.9% |
| Participant deferral / active EE | $4,226 | $3,641+16.1% | $4,487-5.8% | $3,952+6.9% |
| Admin fee / account holder | $7,610 | $8,189-7.1% | $7,966-4.5% | $6,261+21.6% |