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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 | $95,119 | $87,106+9.2% | $105,607-9.9% | $80,935+17.5% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.7%+20.3pp |
| Annual return | 16.32% | 17.01%-0.7pp | 116.11%-99.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $3,759 | $2,396+56.9% | $3,167+18.7% | $2,757+36.4% |
| Participant deferral / active EE | $6,306 | $3,986+58.2% | $5,011+25.8% | $4,299+46.7% |
| Admin fee / account holder | $6,879 | $8,447-18.6% | $10,958-37.2% | $6,924-0.7% |