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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 | $89,679 | $58,848+52.4% | $88,179+1.7% | $82,637+8.5% |
| Participation rate | 84.6% | 57.9%+26.7pp | 69.1%+15.5pp | 68.1%+16.6pp |
| Annual return | 20.80% | 22.76%-2.0pp | 64.97%-44.2pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,731 | $1,678+3.1% | $2,549-32.1% | $2,552-32.2% |
| Participant deferral / active EE | $2,224 | $3,124-28.8% | $4,614-51.8% | $4,126-46.1% |
| Admin fee / account holder | $6,250 | $4,795+30.3% | $7,673-18.5% | $7,339-14.8% |