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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 | $72,290 | $50,554+43.0% | $67,681+6.8% | $87,485-17.4% |
| Participation rate | 84.9% | 67.7%+17.2pp | 73.7%+11.2pp | 68.9%+16.0pp |
| Annual return | 10.96% | 17.81%-6.8pp | 590.58%-579.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $2,448 | $1,988+23.1% | $2,678-8.6% | $2,596-5.7% |
| Participant deferral / active EE | $6,201 | $2,961+109.4% | $3,976+56.0% | $4,274+45.1% |
| Admin fee / account holder | $2,502 | $4,132-39.5% | $6,100-59.0% | $7,775-67.8% |