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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 | $88,474 | $174,018-49.2% | $136,833-35.3% | $198,609-55.5% |
| Participation rate | 72.2% | 65.1%+7.1pp | 59.0%+13.2pp | 82.4%-10.2pp |
| Annual return | 18.71% | 35.16%-16.5pp | 35.32%-16.6pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,359 | $1,571+50.1% | $1,319+78.9% | $5,055-53.3% |
| Participant deferral / active EE | $5,359 | $2,873+86.5% | $2,441+119.6% | $6,977-23.2% |
| Admin fee / account holder | $443 | $5,434-91.8% | $4,706-90.6% | $19,030-97.7% |