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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 | $77,089 | $75,807+1.7% | $116,096-33.6% | $86,983-11.4% |
| Participation rate | 84.1% | 66.9%+17.3pp | 73.3%+10.8pp | 69.5%+14.6pp |
| Annual return | 18.62% | 18.57%+0.1pp | 326.25%-307.6pp | 25.83%-7.2pp |
| Employer contribution / active EE | $2,202 | $1,892+16.4% | $2,503-12.0% | $2,584-14.8% |
| Participant deferral / active EE | $10,303 | $3,212+220.8% | $3,952+160.7% | $4,194+145.7% |
| Admin fee / account holder | $6,082 | $6,659-8.7% | $7,704-21.0% | $7,856-22.6% |