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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 | $81,951 | $78,707+4.1% | $117,861-30.5% | $70,126+16.9% |
| Participation rate | 78.3% | 73.2%+5.1pp | 79.7%-1.4pp | 69.5%+8.7pp |
| Annual return | 19.33% | 23.30%-4.0pp | 335.11%-315.8pp | 73.15%-53.8pp |
| Employer contribution / active EE | $2,889 | $2,223+29.9% | $3,786-23.7% | $2,343+23.3% |
| Participant deferral / active EE | $9,020 | $3,297+173.5% | $4,482+101.2% | $3,332+170.7% |
| Admin fee / account holder | $4,409 | $5,066-13.0% | $8,021-45.0% | $4,645-5.1% |