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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 | $81,318 | $78,428+3.7% | $95,960-15.3% | $79,852+1.8% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 19.10% | 19.37%-0.3pp | 91.63%-72.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $1,886 | $1,945-3.1% | $2,541-25.8% | $2,471-23.7% |
| Participant deferral / active EE | $4,823 | $3,440+40.2% | $4,167+15.7% | $3,740+28.9% |
| Admin fee / account holder | $704 | $5,622-87.5% | $6,797-89.6% | $5,306-86.7% |