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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 | $85,031 | $94,436-10.0% | $115,599-26.4% | $82,637+2.9% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.3%+12.4pp | 68.1%+18.6pp |
| Annual return | 13.17% | 18.37%-5.2pp | 111.10%-97.9pp | 53.51%-40.3pp |
| Employer contribution / active EE | $2,882 | $2,324+24.0% | $2,955-2.5% | $2,552+12.9% |
| Participant deferral / active EE | $5,433 | $3,955+37.4% | $4,889+11.1% | $4,126+31.7% |
| Admin fee / account holder | $6,594 | $10,328-36.2% | $12,841-48.6% | $7,339-10.1% |