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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 | $87,331 | $86,940+0.5% | $102,434-14.7% | $80,935+7.9% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.3pp | 67.7%+19.2pp |
| Annual return | 15.23% | 18.89%-3.7pp | 29.46%-14.2pp | 35.66%-20.4pp |
| Employer contribution / active EE | $2,712 | $2,370+14.4% | $3,023-10.3% | $2,757-1.6% |
| Participant deferral / active EE | $6,209 | $4,121+50.7% | $5,055+22.8% | $4,299+44.4% |
| Admin fee / account holder | $5,994 | $8,047-25.5% | $9,462-36.6% | $6,924-13.4% |