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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 | $63,090 | $80,992-22.1% | $96,534-34.6% | $75,173-16.1% |
| Participation rate | 74.2% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+7.0pp |
| Annual return | 18.12% | 27.05%-8.9pp | 25.88%-7.8pp | 160.72%-142.6pp |
| Employer contribution / active EE | $4,528 | $2,283+98.4% | $2,965+52.7% | $2,671+69.5% |
| Participant deferral / active EE | $3,447 | $3,929-12.3% | $4,851-28.9% | $4,126-16.5% |
| Admin fee / account holder | $622 | $6,717-90.7% | $8,253-92.5% | $5,651-89.0% |