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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 | $85,141 | $88,707-4.0% | $74,184+14.8% | $273,972-68.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 16.66% | 11.94%+4.7pp | 17.74%-1.1pp | 41.46%-24.8pp |
| Employer contribution / active EE | $2,857 | $3,159-9.6% | $2,370+20.5% | $4,869-41.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,945 | $8,717-77.7% | $5,586-65.2% | $10,133-80.8% |