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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 | $38,888 | $68,681-43.4% | $86,625-55.1% | $85,851-54.7% |
| Participation rate | 71.0% | 66.4%+4.6pp | 71.6%-0.7pp | 69.3%+1.6pp |
| Annual return | 25.54% | 20.12%+5.4pp | 63.52%-38.0pp | 318.63%-293.1pp |
| Employer contribution / active EE | $2,194 | $1,880+16.7% | $2,496-12.1% | $2,565-14.5% |
| Participant deferral / active EE | $4,097 | $2,919+40.3% | $3,700+10.7% | $3,952+3.6% |
| Admin fee / account holder | $6,047 | $5,974+1.2% | $5,830+3.7% | $6,261-3.4% |