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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 | $70,365 | $35,183+100.0% | $73,550-4.3% | $70,126+0.3% |
| Participation rate | 74.2% | 42.9%+31.3pp | 54.9%+19.3pp | 69.5%+4.7pp |
| Annual return | 14.80% | 26.90%-12.1pp | -15.16%+30.0pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,280 | $709+221.7% | $1,219+87.0% | $2,343-2.7% |
| Participant deferral / active EE | $4,377 | $1,220+258.8% | $1,804+142.6% | $3,332+31.4% |
| Admin fee / account holder | $3,632 | $2,302+57.8% | $2,320+56.6% | $4,645-21.8% |