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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 | $87,067 | $78,423+11.0% | $95,964-9.3% | $79,856+9.0% |
| Participation rate | 81.5% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | 11.49% | 19.37%-7.9pp | 91.64%-80.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $718 | $1,945-63.1% | $2,541-71.8% | $2,471-71.0% |
| Participant deferral / active EE | $4,568 | $3,440+32.8% | $4,167+9.6% | $3,741+22.1% |
| Admin fee / account holder | $6,958 | $5,622+23.8% | $6,797+2.4% | $5,306+31.1% |