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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 | $88,655 | $87,106+1.8% | $105,607-16.1% | $80,935+9.5% |
| Participation rate | 70.9% | 70.4%+0.5pp | 75.3%-4.4pp | 67.7%+3.2pp |
| Annual return | 16.49% | 17.01%-0.5pp | 116.11%-99.6pp | 35.66%-19.2pp |
| Employer contribution / active EE | $2,235 | $2,396-6.7% | $3,167-29.4% | $2,757-18.9% |
| Participant deferral / active EE | $4,407 | $3,986+10.6% | $5,011-12.1% | $4,299+2.5% |
| Admin fee / account holder | $1,754 | $8,447-79.2% | $10,958-84.0% | $6,924-74.7% |