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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 | $98,854 | $89,259+10.7% | $107,187-7.8% | $82,637+19.6% |
| Participation rate | 77.9% | 67.9%+10.0pp | 75.0%+2.9pp | 68.1%+9.9pp |
| Annual return | 16.99% | 21.02%-4.0pp | 204.55%-187.6pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,751 | $3,080-43.2% | $3,782-53.7% | $2,552-31.4% |
| Participant deferral / active EE | $4,878 | $4,037+20.8% | $5,096-4.3% | $4,126+18.2% |
| Admin fee / account holder | $672 | $7,381-90.9% | $9,162-92.7% | $7,339-90.8% |