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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 | $88,859 | $87,060+2.1% | $105,591-15.8% | $80,911+9.8% |
| Participation rate | 82.2% | 70.4%+11.7pp | 75.3%+6.9pp | 67.6%+14.5pp |
| Annual return | 21.40% | 17.05%+4.4pp | 116.43%-95.0pp | 35.63%-14.2pp |
| Employer contribution / active EE | $2,141 | $2,396-10.6% | $3,166-32.4% | $2,756-22.3% |
| Participant deferral / active EE | $6,776 | $3,986+70.0% | $5,008+35.3% | $4,297+57.7% |
| Admin fee / account holder | $8,837 | $8,442+4.7% | $11,024-19.8% | $6,935+27.4% |