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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 | $77,962+12.6% | $178,540-50.8% | $80,935+8.5% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.7%+17.5pp |
| Annual return | 16.34% | 18.10%-1.8pp | 27.15%-10.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,129 | $2,280-6.7% | $3,953-46.2% | $2,757-22.8% |
| Participant deferral / active EE | $8,514 | $4,404+93.3% | $6,281+35.6% | $4,299+98.0% |
| Admin fee / account holder | $3,141 | $7,156-56.1% | $10,424-69.9% | $6,924-54.6% |