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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 | $88,340 | $86,940+1.6% | $102,434-13.8% | $80,935+9.1% |
| Participation rate | 76.0% | 72.4%+3.7pp | 76.5%-0.5pp | 67.7%+8.4pp |
| Annual return | 13.88% | 18.89%-5.0pp | 29.46%-15.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,386 | $2,370+0.7% | $3,023-21.1% | $2,757-13.4% |
| Participant deferral / active EE | $5,297 | $4,121+28.5% | $5,055+4.8% | $4,299+23.2% |
| Admin fee / account holder | $9,483 | $8,047+17.8% | $9,462+0.2% | $6,924+37.0% |