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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 | $84,615 | $80,992+4.5% | $96,534-12.3% | $75,173+12.6% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 17.21% | 27.05%-9.8pp | 25.88%-8.7pp | 160.72%-143.5pp |
| Employer contribution / active EE | $2,395 | $2,283+4.9% | $2,965-19.3% | $2,671-10.3% |
| Participant deferral / active EE | $6,624 | $3,929+68.6% | $4,851+36.6% | $4,126+60.5% |
| Admin fee / account holder | $1,077 | $6,717-84.0% | $8,253-86.9% | $5,651-80.9% |