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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 | $88,661 | $86,330+2.7% | $121,871-27.3% | $94,015-5.7% |
| Participation rate | 73.6% | 66.7%+6.9pp | 73.2%+0.4pp | 70.8%+2.8pp |
| Annual return | 15.90% | 14.95%+1.0pp | 13.57%+2.3pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,885 | $2,292-17.8% | $2,731-31.0% | $2,790-32.4% |
| Participant deferral / active EE | $3,890 | $3,146+23.7% | $4,318-9.9% | $4,249-8.4% |
| Admin fee / account holder | $4,688 | $7,346-36.2% | $11,551-59.4% | $8,951-47.6% |