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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 | $71,452 | $71,197+0.4% | $93,669-23.7% | $80,925-11.7% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.7%+11.7pp |
| Annual return | 15.62% | 11.27%+4.4pp | 133.59%-118.0pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,724 | $1,565+10.2% | $2,424-28.9% | $2,756-37.4% |
| Participant deferral / active EE | $5,674 | $4,036+40.6% | $4,416+28.5% | $4,299+32.0% |
| Admin fee / account holder | $2,747 | $6,959-60.5% | $8,291-66.9% | $6,940-60.4% |