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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 | $97,648+10.2% | $121,663-11.6% | $87,485+23.0% |
| Participation rate | 77.1% | 70.5%+6.7pp | 74.5%+2.7pp | 68.9%+8.2pp |
| Annual return | 17.01% | 18.03%-1.0pp | 147.54%-130.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,730 | $2,300+18.7% | $3,020-9.6% | $2,596+5.1% |
| Participant deferral / active EE | $6,227 | $3,923+58.7% | $4,887+27.4% | $4,274+45.7% |
| Admin fee / account holder | $3,132 | $11,100-71.8% | $14,289-78.1% | $7,775-59.7% |