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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 | $68,009 | $58,848+15.6% | $88,179-22.9% | $82,637-17.7% |
| Participation rate | 95.7% | 57.9%+37.8pp | 69.1%+26.6pp | 68.1%+27.7pp |
| Annual return | 22.75% | 22.76%0pp | 64.97%-42.2pp | 53.51%-30.8pp |
| Employer contribution / active EE | $1,502 | $1,678-10.5% | $2,549-41.1% | $2,552-41.2% |
| Participant deferral / active EE | $8,075 | $3,124+158.5% | $4,614+75.0% | $4,126+95.7% |
| Admin fee / account holder | $7,600 | $4,795+58.5% | $7,673-1.0% | $7,339+3.6% |