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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 | $116,560 | $87,037+33.9% | $106,201+9.8% | $80,874+44.1% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.3%-3.3pp | 67.6%+4.4pp |
| Annual return | 16.34% | 17.05%-0.7pp | 116.26%-99.9pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,084 | $2,396-13.0% | $3,170-34.3% | $2,756-24.4% |
| Participant deferral / active EE | $5,832 | $3,986+46.3% | $5,012+16.4% | $4,297+35.7% |
| Admin fee / account holder | $1,114 | $8,434-86.8% | $11,039-89.9% | $6,935-83.9% |