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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 | $99,003 | $94,031+5.3% | $115,768-14.5% | $82,448+20.1% |
| Participation rate | 78.4% | 70.4%+8.0pp | 74.4%+4.0pp | 68.1%+10.4pp |
| Annual return | 14.11% | 20.61%-6.5pp | 100.46%-86.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,729 | $2,323+17.5% | $2,940-7.2% | $2,551+7.0% |
| Participant deferral / active EE | $5,112 | $3,972+28.7% | $4,917+4.0% | $4,139+23.5% |
| Admin fee / account holder | $1,956 | $10,249-80.9% | $12,439-84.3% | $7,234-73.0% |