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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 | $85,624 | $67,602+26.7% | $82,312+4.0% | $70,126+22.1% |
| Participation rate | 85.5% | 72.8%+12.7pp | 76.9%+8.6pp | 69.5%+15.9pp |
| Annual return | 18.35% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $857 | $1,755-51.2% | $2,428-64.7% | $2,343-63.4% |
| Participant deferral / active EE | $6,046 | $2,987+102.4% | $3,706+63.1% | $3,332+81.5% |
| Admin fee / account holder | $2,853 | $4,512-36.8% | $5,608-49.1% | $4,645-38.6% |