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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 | $86,727 | $138,386-37.3% | $184,260-52.9% | $80,935+7.2% |
| Participation rate | 86.5% | 83.9%+2.6pp | 86.8%-0.3pp | 67.7%+18.9pp |
| Annual return | 17.58% | 20.02%-2.4pp | 28.84%-11.3pp | 35.66%-18.1pp |
| Employer contribution / active EE | $6,900 | $4,851+42.2% | $6,427+7.3% | $2,757+150.3% |
| Participant deferral / active EE | $12,383 | $7,076+75.0% | $9,133+35.6% | $4,299+188.0% |
| Admin fee / account holder | $426 | $10,489-95.9% | $13,898-96.9% | $6,924-93.8% |