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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 | $70,065 | $78,423-10.7% | $95,964-27.0% | $79,856-12.3% |
| Participation rate | 84.8% | 73.5%+11.4pp | 77.1%+7.8pp | 69.6%+15.2pp |
| Annual return | 16.04% | 19.37%-3.3pp | 91.64%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,158 | $1,945+10.9% | $2,541-15.1% | $2,471-12.7% |
| Participant deferral / active EE | $4,445 | $3,440+29.2% | $4,167+6.7% | $3,741+18.8% |
| Admin fee / account holder | $490 | $5,622-91.3% | $6,797-92.8% | $5,306-90.8% |