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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 | $87,194 | $86,701+0.6% | $73,309+18.9% | $125,389-30.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | 5.84% | 2.78%+3.1pp | 5.67%+0.2pp | 282.24%-276.4pp |
| Employer contribution / active EE | $9,626 | $4,152+131.8% | $3,237+197.3% | $4,866+97.8% |
| Participant deferral / active EE | $10,645 | $5,549+91.8% | $4,991+113.3% | $5,352+98.9% |
| Admin fee / account holder | $425 | $7,768-94.5% | $5,635-92.5% | $9,541-95.5% |