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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 | $87,085 | $73,978+17.7% | $96,515-9.8% | $75,173+15.8% |
| Participation rate | 77.4% | 66.4%+10.9pp | 74.3%+3.0pp | 67.2%+10.2pp |
| Annual return | 16.33% | 26.72%-10.4pp | 35.73%-19.4pp | 160.72%-144.4pp |
| Employer contribution / active EE | $2,516 | $2,931-14.2% | $3,740-32.7% | $2,671-5.8% |
| Participant deferral / active EE | $6,250 | $3,660+70.8% | $4,880+28.1% | $4,126+51.5% |
| Admin fee / account holder | $7,158 | $5,219+37.2% | $6,735+6.3% | $5,651+26.7% |