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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 | $88,478 | $86,949+1.8% | $102,460-13.6% | $80,959+9.3% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 13.96% | 18.89%-4.9pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,549 | $2,370+49.8% | $3,025+17.3% | $2,757+28.7% |
| Participant deferral / active EE | $5,280 | $4,121+28.1% | $5,056+4.4% | $4,300+22.8% |
| Admin fee / account holder | $5,691 | $8,048-29.3% | $9,460-39.8% | $6,925-17.8% |