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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 | $83,896 | $80,992+3.6% | $96,534-13.1% | $75,173+11.6% |
| Participation rate | 86.1% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 15.47% | 27.05%-11.6pp | 25.88%-10.4pp | 160.72%-145.3pp |
| Employer contribution / active EE | $3,612 | $2,283+58.3% | $2,965+21.8% | $2,671+35.2% |
| Participant deferral / active EE | $7,732 | $3,929+96.8% | $4,851+59.4% | $4,126+87.4% |
| Admin fee / account holder | $3,625 | $6,717-46.0% | $8,253-56.1% | $5,651-35.8% |