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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 | $88,108 | $96,731-8.9% | $123,973-28.9% | $86,983+1.3% |
| Participation rate | 91.4% | 70.0%+21.4pp | 76.7%+14.8pp | 69.5%+21.9pp |
| Annual return | 18.40% | 17.33%+1.1pp | 388.13%-369.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $3,308 | $3,297+0.3% | $4,126-19.8% | $2,584+28.0% |
| Participant deferral / active EE | $8,094 | $4,152+95.0% | $5,247+54.3% | $4,194+93.0% |
| Admin fee / account holder | $8,655 | $8,722-0.8% | $11,799-26.6% | $7,856+10.2% |