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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 | $87,168 | $86,288+1.0% | $111,306-21.7% | $85,851+1.5% |
| Participation rate | 87.9% | 73.3%+14.6pp | 77.3%+10.6pp | 69.3%+18.6pp |
| Annual return | 15.59% | 19.99%-4.4pp | 54.67%-39.1pp | 318.63%-303.0pp |
| Employer contribution / active EE | $1,908 | $2,044-6.6% | $2,732-30.1% | $2,565-25.6% |
| Participant deferral / active EE | $4,715 | $3,641+29.5% | $4,488+5.1% | $3,952+19.3% |
| Admin fee / account holder | $9,005 | $8,189+10.0% | $7,966+13.0% | $6,261+43.8% |