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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 | $89,687 | $69,977+28.2% | $108,582-17.4% | $62,881+42.6% |
| Participation rate | 86.4% | 72.9%+13.5pp | 79.6%+6.8pp | 69.3%+17.1pp |
| Annual return | 8.01% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,274 | $2,135+53.4% | $3,758-12.9% | $2,281+43.6% |
| Participant deferral / active EE | $6,998 | $3,165+121.1% | $4,311+62.3% | $3,203+118.5% |
| Admin fee / account holder | $8,196 | $5,076+61.4% | $7,645+7.2% | $4,296+90.8% |