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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 | $67,133 | $78,428-14.4% | $95,960-30.0% | $79,852-15.9% |
| Participation rate | 81.3% | 73.5%+7.8pp | 77.1%+4.2pp | 69.6%+11.6pp |
| Annual return | 17.69% | 19.37%-1.7pp | 91.63%-73.9pp | 31.72%-14.0pp |
| Employer contribution / active EE | $2,901 | $1,945+49.1% | $2,541+14.2% | $2,471+17.4% |
| Participant deferral / active EE | $2,966 | $3,440-13.8% | $4,167-28.8% | $3,740-20.7% |
| Admin fee / account holder | $947 | $5,622-83.2% | $6,797-86.1% | $5,306-82.2% |