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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 | $65,129 | $65,034+0.1% | $90,970-28.4% | $79,856-18.4% |
| Participation rate | 88.0% | 61.6%+26.4pp | 69.0%+19.0pp | 69.6%+18.4pp |
| Annual return | 16.53% | 30.45%-13.9pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,775 | $1,247+42.3% | $2,122-16.3% | $2,471-28.2% |
| Participant deferral / active EE | $3,677 | $2,512+46.4% | $3,373+9.0% | $3,741-1.7% |
| Admin fee / account holder | $5,267 | $4,536+16.1% | $5,961-11.6% | $5,306-0.7% |