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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 | $77,932 | $111,535-30.1% | $105,223-25.9% | $137,256-43.2% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,898 | $3,939-26.4% | $3,689-21.4% | $4,156-30.3% |
| Participant deferral / active EE | $8,242 | $5,500+49.9% | $5,072+62.5% | $6,407+28.6% |
| Admin fee / account holder | $971 | $9,721-90.0% | $8,859-89.0% | $12,270-92.1% |