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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 | $70,932 | $114,013-37.8% | $103,693-31.6% | $155,188-54.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 15.74% | 49.31%-33.6pp | 47.61%-31.9pp | 148.84%-133.1pp |
| Employer contribution / active EE | $3,243 | $3,131+3.6% | $2,920+11.0% | $4,248-23.7% |
| Participant deferral / active EE | $1,690 | $4,970-66.0% | $4,579-63.1% | $6,531-74.1% |
| Admin fee / account holder | $1,255 | $8,407-85.1% | $7,858-84.0% | $14,480-91.3% |