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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 | $81,947 | $53,127+54.2% | $86,587-5.4% | $70,131+16.8% |
| Participation rate | 71.0% | 65.3%+5.7pp | 73.5%-2.6pp | 69.5%+1.4pp |
| Annual return | 23.87% | 27.66%-3.8pp | 964.86%-941.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $873 | $2,068-57.8% | $2,839-69.3% | $2,342-62.7% |
| Participant deferral / active EE | $5,793 | $2,696+114.9% | $3,609+60.5% | $3,332+73.9% |
| Admin fee / account holder | $4,660 | $3,585+30.0% | $4,906-5.0% | $4,645+0.3% |