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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 | $83,097 | $80,992+2.6% | $96,534-13.9% | $75,173+10.5% |
| Participation rate | 71.9% | 71.8%+0.1pp | 76.0%-4.1pp | 67.2%+4.7pp |
| Annual return | 21.92% | 27.05%-5.1pp | 25.88%-4.0pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,404 | $2,283-38.5% | $2,965-52.7% | $2,671-47.4% |
| Participant deferral / active EE | $4,969 | $3,929+26.5% | $4,851+2.4% | $4,126+20.4% |
| Admin fee / account holder | $3,574 | $6,717-46.8% | $8,253-56.7% | $5,651-36.8% |