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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 | $89,272 | $90,486-1.3% | $78,676+13.5% | $273,972-67.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 5.71% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,649 | $3,175+46.4% | $2,850+63.1% | $4,869-4.5% |
| Participant deferral / active EE | $3,202 | $3,901-17.9% | $3,517-9.0% | $5,287-39.4% |
| Admin fee / account holder | $992 | $5,263-81.2% | $4,510-78.0% | $10,133-90.2% |