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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 | $74,815 | $73,978+1.1% | $96,515-22.5% | $75,173-0.5% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 17.83% | 26.72%-8.9pp | 35.73%-17.9pp | 160.72%-142.9pp |
| Employer contribution / active EE | $8,055 | $2,931+174.9% | $3,740+115.4% | $2,671+201.6% |
| Participant deferral / active EE | $7,876 | $3,660+115.2% | $4,880+61.4% | $4,126+90.9% |
| Admin fee / account holder | $5,706 | $5,219+9.3% | $6,735-15.3% | $5,651+1.0% |