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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 | $87,814 | $87,060+0.9% | $105,591-16.8% | $80,911+8.5% |
| Participation rate | 78.9% | 70.4%+8.5pp | 75.3%+3.7pp | 67.6%+11.3pp |
| Annual return | 14.86% | 17.05%-2.2pp | 116.43%-101.6pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,935 | $2,396-19.3% | $3,166-38.9% | $2,756-29.8% |
| Participant deferral / active EE | $5,212 | $3,986+30.8% | $5,008+4.1% | $4,297+21.3% |
| Admin fee / account holder | $17,594 | $8,442+108.4% | $11,024+59.6% | $6,935+153.7% |