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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 | $85,643 | $87,132-1.7% | $105,624-18.9% | $80,959+5.8% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.3%+18.7pp | 67.7%+26.3pp |
| Annual return | 18.23% | 17.03%+1.2pp | 116.20%-98.0pp | 35.67%-17.4pp |
| Employer contribution / active EE | $2,441 | $2,397+1.8% | $3,168-23.0% | $2,757-11.5% |
| Participant deferral / active EE | $6,721 | $3,985+68.6% | $5,013+34.1% | $4,300+56.3% |
| Admin fee / account holder | $3,413 | $8,449-59.6% | $10,961-68.9% | $6,925-50.7% |