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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 | $66,012 | $65,361+1.0% | $92,903-28.9% | $72,983-9.6% |
| Participation rate | 91.4% | 68.3%+23.1pp | 76.0%+15.4pp | 69.5%+21.9pp |
| Annual return | 21.79% | 42.11%-20.3pp | 109.43%-87.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,244 | $2,594-13.5% | $3,653-38.6% | $2,440-8.0% |
| Participant deferral / active EE | $9,046 | $3,128+189.2% | $4,238+113.5% | $3,608+150.8% |
| Admin fee / account holder | $2,882 | $4,251-32.2% | $5,795-50.3% | $5,124-43.8% |