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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 | $84,953+1.0% | $163,379-47.5% | $82,637+3.8% |
| Participation rate | 89.3% | 65.9%+23.3pp | 76.8%+12.5pp | 68.1%+21.2pp |
| Annual return | 18.39% | 23.07%-4.7pp | 63.41%-45.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,502 | $2,183+14.7% | $3,752-33.3% | $2,552-1.9% |
| Participant deferral / active EE | $4,359 | $4,326+0.8% | $6,282-30.6% | $4,126+5.6% |
| Admin fee / account holder | $7,887 | $7,921-0.4% | $9,818-19.7% | $7,339+7.5% |