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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 | $87,132+5.2% | $105,624-13.2% | $80,959+13.2% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.3%+18.3pp | 67.7%+25.9pp |
| Annual return | 18.86% | 17.03%+1.8pp | 116.20%-97.3pp | 35.67%-16.8pp |
| Employer contribution / active EE | $3,230 | $2,397+34.8% | $3,168+2.0% | $2,757+17.2% |
| Participant deferral / active EE | $5,594 | $3,985+40.4% | $5,013+11.6% | $4,300+30.1% |
| Admin fee / account holder | $4,889 | $8,449-42.1% | $10,961-55.4% | $6,925-29.4% |