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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 | $92,669 | $78,423+18.2% | $95,964-3.4% | $79,856+16.0% |
| Participation rate | 84.5% | 73.5%+11.0pp | 77.1%+7.4pp | 69.6%+14.8pp |
| Annual return | 18.08% | 19.37%-1.3pp | 91.64%-73.6pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,645 | $1,945-15.4% | $2,541-35.3% | $2,471-33.4% |
| Participant deferral / active EE | $3,908 | $3,440+13.6% | $4,167-6.2% | $3,741+4.5% |
| Admin fee / account holder | $593 | $5,622-89.4% | $6,797-91.3% | $5,306-88.8% |