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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 | $56,220 | $49,255+14.1% | $70,494-20.2% | $79,856-29.6% |
| Participation rate | 92.6% | 69.2%+23.4pp | 75.1%+17.5pp | 69.6%+23.0pp |
| Annual return | 6.60% | 30.10%-23.5pp | 109.16%-102.6pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,225 | $2,100-41.7% | $2,738-55.3% | $2,471-50.4% |
| Participant deferral / active EE | $4,563 | $2,768+64.8% | $3,711+23.0% | $3,741+22.0% |
| Admin fee / account holder | $960 | $2,879-66.7% | $3,848-75.1% | $5,306-81.9% |