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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 | $88,948 | $86,050+3.4% | $189,758-53.1% | $94,015-5.4% |
| Participation rate | 77.5% | 68.9%+8.6pp | 79.8%-2.3pp | 70.8%+6.7pp |
| Annual return | 20.01% | 17.77%+2.2pp | 52.62%-32.6pp | 17.84%+2.2pp |
| Employer contribution / active EE | $1,998 | $2,819-29.1% | $4,767-58.1% | $2,790-28.4% |
| Participant deferral / active EE | $4,050 | $3,349+20.9% | $5,856-30.8% | $4,249-4.7% |
| Admin fee / account holder | $1,325 | $6,627-80.0% | $20,388-93.5% | $8,951-85.2% |