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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 | $72,915 | $78,428-7.0% | $95,960-24.0% | $79,852-8.7% |
| Participation rate | 90.8% | 73.5%+17.3pp | 77.1%+13.7pp | 69.6%+21.1pp |
| Annual return | 15.88% | 19.37%-3.5pp | 91.63%-75.8pp | 31.72%-15.8pp |
| Employer contribution / active EE | $2,063 | $1,945+6.1% | $2,541-18.8% | $2,471-16.5% |
| Participant deferral / active EE | $2,538 | $3,440-26.2% | $4,167-39.1% | $3,740-32.2% |
| Admin fee / account holder | $980 | $5,622-82.6% | $6,797-85.6% | $5,306-81.5% |