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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 | $110,839 | $95,404+16.2% | $113,397-2.3% | $82,637+34.1% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.5%-2.0pp | 68.1%+6.5pp |
| Annual return | 13.47% | 19.08%-5.6pp | 23.20%-9.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,006 | $2,307-13.1% | $2,977-32.6% | $2,552-21.4% |
| Participant deferral / active EE | $3,757 | $4,220-11.0% | $5,076-26.0% | $4,126-8.9% |
| Admin fee / account holder | $73,381 | $9,168+700.4% | $11,957+513.7% | $7,339+899.9% |