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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 | $70,236 | $81,208-13.5% | $98,920-29.0% | $79,852-12.0% |
| Participation rate | 80.2% | 72.5%+7.7pp | 76.0%+4.2pp | 69.6%+10.6pp |
| Annual return | 11.46% | 60.99%-49.5pp | 196.47%-185.0pp | 31.72%-20.3pp |
| Employer contribution / active EE | $1,661 | $1,960-15.3% | $2,689-38.3% | $2,471-32.8% |
| Participant deferral / active EE | $2,719 | $3,265-16.7% | $4,245-35.9% | $3,740-27.3% |
| Admin fee / account holder | $770 | $6,013-87.2% | $6,643-88.4% | $5,306-85.5% |