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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 | $84,048 | $80,992+3.8% | $96,534-12.9% | $75,173+11.8% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 16.39% | 27.05%-10.7pp | 25.88%-9.5pp | 160.72%-144.3pp |
| Employer contribution / active EE | $2,677 | $2,283+17.3% | $2,965-9.7% | $2,671+0.2% |
| Participant deferral / active EE | $5,954 | $3,929+51.5% | $4,851+22.7% | $4,126+44.3% |
| Admin fee / account holder | $4,555 | $6,717-32.2% | $8,253-44.8% | $5,651-19.4% |