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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 | $87,018 | $106,864-18.6% | $147,318-40.9% | $82,637+5.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 15.80% | 27.49%-11.7pp | 70.43%-54.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $4,136 | $3,417+21.1% | $4,593-9.9% | $2,552+62.1% |
| Participant deferral / active EE | $8,084 | $6,496+24.4% | $7,906+2.2% | $4,126+95.9% |
| Admin fee / account holder | $2,052 | $8,415-75.6% | $13,708-85.0% | $7,339-72.0% |