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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 | $60,601 | $78,428-22.7% | $95,960-36.8% | $79,852-24.1% |
| Participation rate | 84.7% | 73.5%+11.2pp | 77.1%+7.6pp | 69.6%+15.1pp |
| Annual return | 34.84% | 19.37%+15.5pp | 91.63%-56.8pp | 31.72%+3.1pp |
| Employer contribution / active EE | $822 | $1,945-57.8% | $2,541-67.7% | $2,471-66.8% |
| Participant deferral / active EE | $2,183 | $3,440-36.5% | $4,167-47.6% | $3,740-41.6% |
| Admin fee / account holder | $7,031 | $5,622+25.1% | $6,797+3.4% | $5,306+32.5% |