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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 | $87,985 | $80,985+8.6% | $96,576-8.9% | $75,181+17.0% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 16.36% | 27.05%-10.7pp | 25.87%-9.5pp | 160.69%-144.3pp |
| Employer contribution / active EE | $3,141 | $2,282+37.6% | $2,965+6.0% | $2,671+17.6% |
| Participant deferral / active EE | $4,867 | $3,929+23.9% | $4,851+0.3% | $4,126+18.0% |
| Admin fee / account holder | $5,277 | $6,719-21.5% | $8,253-36.1% | $5,650-6.6% |