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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 | $89,447 | $87,106+2.7% | $105,607-15.3% | $80,935+10.5% |
| Participation rate | 87.9% | 70.4%+17.5pp | 75.3%+12.6pp | 67.7%+20.3pp |
| Annual return | 17.27% | 17.01%+0.3pp | 116.11%-98.8pp | 35.66%-18.4pp |
| Employer contribution / active EE | $1,021 | $2,396-57.4% | $3,167-67.7% | $2,757-63.0% |
| Participant deferral / active EE | $3,979 | $3,986-0.2% | $5,011-20.6% | $4,299-7.4% |
| Admin fee / account holder | $7,767 | $8,447-8.0% | $10,958-29.1% | $6,924+12.2% |