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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 | $87,201 | $75,720+15.2% | $90,312-3.4% | $86,983+0.3% |
| Participation rate | 71.2% | 66.3%+4.9pp | 72.9%-1.7pp | 69.5%+1.6pp |
| Annual return | 18.19% | 18.55%-0.4pp | 18.90%-0.7pp | 25.83%-7.6pp |
| Employer contribution / active EE | $967 | $1,945-50.3% | $2,243-56.9% | $2,584-62.6% |
| Participant deferral / active EE | $6,037 | $3,001+101.2% | $3,749+61.0% | $4,194+44.0% |
| Admin fee / account holder | $4,206 | $6,201-32.2% | $8,248-49.0% | $7,856-46.5% |