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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 | $79,572 | $92,219-13.7% | $76,766+3.7% | $135,382-41.2% |
| Participation rate | 94.1% | 79.8%+14.3pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | 12.50% | 5.46%+7.0pp | 2.43%+10.1pp | 519.77%-507.3pp |
| Employer contribution / active EE | $2,159 | $3,216-32.9% | $2,485-13.1% | $4,779-54.8% |
| Participant deferral / active EE | $5,086 | $4,508+12.8% | $3,851+32.1% | $5,609-9.3% |
| Admin fee / account holder | $2,204 | $10,749-79.5% | $6,675-67.0% | $10,829-79.6% |