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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 | $85,993 | $80,992+6.2% | $96,534-10.9% | $75,173+14.4% |
| Participation rate | 97.1% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+29.9pp |
| Annual return | 17.87% | 27.05%-9.2pp | 25.88%-8.0pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,105 | $2,283-7.8% | $2,965-29.0% | $2,671-21.2% |
| Participant deferral / active EE | $3,653 | $3,929-7.0% | $4,851-24.7% | $4,126-11.5% |
| Admin fee / account holder | $1,287 | $6,717-80.8% | $8,253-84.4% | $5,651-77.2% |