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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 | $85,789 | $91,086-5.8% | $203,872-57.9% | $86,983-1.4% |
| Participation rate | 89.3% | 65.8%+23.5pp | 77.8%+11.5pp | 69.5%+19.7pp |
| Annual return | 18.39% | 22.30%-3.9pp | 85.11%-66.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $2,502 | $2,063+21.3% | $3,757-33.4% | $2,584-3.2% |
| Participant deferral / active EE | $4,359 | $4,019+8.5% | $6,388-31.8% | $4,194+3.9% |
| Admin fee / account holder | $7,887 | $8,987-12.2% | $11,730-32.8% | $7,856+0.4% |