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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 | $87,185 | $86,288+1.0% | $111,306-21.7% | $85,851+1.6% |
| Participation rate | 92.2% | 73.3%+18.9pp | 77.3%+14.9pp | 69.3%+22.9pp |
| Annual return | 12.82% | 19.99%-7.2pp | 54.67%-41.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $742 | $2,044-63.7% | $2,732-72.8% | $2,565-71.1% |
| Participant deferral / active EE | $5,372 | $3,641+47.5% | $4,488+19.7% | $3,952+35.9% |
| Admin fee / account holder | $3,945 | $8,189-51.8% | $7,966-50.5% | $6,261-37.0% |