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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 | $91,669 | $87,037+5.3% | $106,201-13.7% | $80,874+13.3% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.3%+18.3pp | 67.6%+25.9pp |
| Annual return | 18.86% | 17.05%+1.8pp | 116.26%-97.4pp | 35.62%-16.8pp |
| Employer contribution / active EE | $3,230 | $2,396+34.8% | $3,170+1.9% | $2,756+17.2% |
| Participant deferral / active EE | $5,594 | $3,986+40.3% | $5,012+11.6% | $4,297+30.2% |
| Admin fee / account holder | $4,889 | $8,434-42.0% | $11,039-55.7% | $6,935-29.5% |