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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 | $81,885 | $78,428+4.4% | $95,960-14.7% | $79,852+2.5% |
| Participation rate | 90.4% | 73.5%+16.9pp | 77.1%+13.3pp | 69.6%+20.7pp |
| Annual return | 17.02% | 19.37%-2.3pp | 91.63%-74.6pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,208 | $1,945-37.9% | $2,541-52.4% | $2,471-51.1% |
| Participant deferral / active EE | $3,063 | $3,440-10.9% | $4,167-26.5% | $3,740-18.1% |
| Admin fee / account holder | $1,057 | $5,622-81.2% | $6,797-84.5% | $5,306-80.1% |