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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 | $91,296 | $147,594-38.1% | $121,871-25.1% | $198,609-54.0% |
| Participation rate | 86.7% | 78.0%+8.7pp | 73.2%+13.5pp | 82.4%+4.3pp |
| Annual return | 15.00% | 12.94%+2.1pp | 13.57%+1.4pp | 202.70%-187.7pp |
| Employer contribution / active EE | $3,302 | $3,007+9.8% | $2,731+20.9% | $5,055-34.7% |
| Participant deferral / active EE | $8,657 | $5,168+67.5% | $4,318+100.5% | $6,977+24.1% |
| Admin fee / account holder | $3,253 | $15,134-78.5% | $11,551-71.8% | $19,030-82.9% |