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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 | $87,790 | $78,015+12.5% | $178,505-50.8% | $80,959+8.4% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.7%+17.5pp |
| Annual return | 16.34% | 18.10%-1.8pp | 27.16%-10.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $2,129 | $2,281-6.7% | $3,955-46.2% | $2,757-22.8% |
| Participant deferral / active EE | $8,514 | $4,406+93.2% | $6,280+35.6% | $4,300+98.0% |
| Admin fee / account holder | $3,141 | $7,160-56.1% | $10,428-69.9% | $6,925-54.6% |