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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 | $69,312 | $65,027+6.6% | $90,970-23.8% | $79,852-13.2% |
| Participation rate | 80.8% | 61.6%+19.2pp | 69.0%+11.8pp | 69.6%+11.1pp |
| Annual return | 10.70% | 30.45%-19.8pp | 134.58%-123.9pp | 31.72%-21.0pp |
| Employer contribution / active EE | $2,082 | $1,247+66.9% | $2,122-1.9% | $2,471-15.7% |
| Participant deferral / active EE | $5,356 | $2,512+113.2% | $3,373+58.8% | $3,740+43.2% |
| Admin fee / account holder | $2,622 | $4,535-42.2% | $5,960-56.0% | $5,306-50.6% |