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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 | $84,587 | $77,638+9.0% | $156,551-46.0% | $62,881+34.5% |
| Participation rate | 83.1% | 71.2%+11.9pp | 84.0%-0.9pp | 69.3%+13.8pp |
| Annual return | 5.98% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,751 | $3,444+37.9% | $5,501-13.6% | $2,281+108.3% |
| Participant deferral / active EE | $3,863 | $3,046+26.8% | $4,871-20.7% | $3,203+20.6% |
| Admin fee / account holder | $989 | $5,561-82.2% | $13,028-92.4% | $4,296-77.0% |