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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 | $86,153 | $95,404-9.7% | $113,397-24.0% | $82,637+4.3% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.5%+5.6pp | 68.1%+14.1pp |
| Annual return | 21.14% | 19.08%+2.1pp | 23.20%-2.1pp | 53.51%-32.4pp |
| Employer contribution / active EE | $2,628 | $2,307+13.9% | $2,977-11.7% | $2,552+3.0% |
| Participant deferral / active EE | $6,380 | $4,220+51.2% | $5,076+25.7% | $4,126+54.6% |
| Admin fee / account holder | $8,538 | $9,168-6.9% | $11,957-28.6% | $7,339+16.3% |