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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 | $107,584 | $94,031+14.4% | $115,768-7.1% | $82,448+30.5% |
| Participation rate | 77.1% | 70.4%+6.7pp | 74.4%+2.7pp | 68.1%+9.1pp |
| Annual return | 17.01% | 20.61%-3.6pp | 100.46%-83.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,730 | $2,323+17.5% | $2,940-7.1% | $2,551+7.0% |
| Participant deferral / active EE | $6,227 | $3,972+56.8% | $4,917+26.7% | $4,139+50.4% |
| Admin fee / account holder | $3,132 | $10,249-69.4% | $12,439-74.8% | $7,234-56.7% |