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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 | $97,224 | $86,298+12.7% | $111,308-12.7% | $85,847+13.3% |
| Participation rate | 74.5% | 73.3%+1.2pp | 77.3%-2.8pp | 69.3%+5.2pp |
| Annual return | 21.16% | 19.99%+1.2pp | 54.67%-33.5pp | 318.61%-297.4pp |
| Employer contribution / active EE | $2,021 | $2,044-1.1% | $2,732-26.0% | $2,565-21.2% |
| Participant deferral / active EE | $10,713 | $3,641+194.2% | $4,487+138.7% | $3,952+171.1% |
| Admin fee / account holder | $10,771 | $8,189+31.5% | $7,965+35.2% | $6,261+72.0% |