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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 | $88,574 | $91,051-2.7% | $88,497+0.1% | $55,167+60.6% |
| Participation rate | 88.1% | 79.5%+8.6pp | 82.4%+5.7pp | 69.0%+19.1pp |
| Annual return | 17.48% | 9.63%+7.9pp | 7.63%+9.9pp | 169.23%-151.8pp |
| Employer contribution / active EE | $3,458 | $3,430+0.8% | $4,036-14.3% | $1,963+76.2% |
| Participant deferral / active EE | $6,586 | $4,954+32.9% | $4,899+34.4% | $3,054+115.6% |
| Admin fee / account holder | $827 | $539+53.5% | $6,220-86.7% | $504+64.0% |