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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 | $87,848 | $86,949+1.0% | $102,460-14.3% | $80,959+8.5% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.7%+9.8pp |
| Annual return | 13.64% | 18.89%-5.3pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,631 | $2,370+53.2% | $3,025+20.0% | $2,757+31.7% |
| Participant deferral / active EE | $7,586 | $4,121+84.1% | $5,056+50.0% | $4,300+76.4% |
| Admin fee / account holder | $3,418 | $8,048-57.5% | $9,460-63.9% | $6,925-50.6% |