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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 | $68,561 | $65,027+5.4% | $90,970-24.6% | $79,852-14.1% |
| Participation rate | 81.8% | 61.6%+20.2pp | 69.0%+12.8pp | 69.6%+12.2pp |
| Annual return | 22.31% | 30.45%-8.1pp | 134.58%-112.3pp | 31.72%-9.4pp |
| Employer contribution / active EE | $1,325 | $1,247+6.2% | $2,122-37.6% | $2,471-46.4% |
| Participant deferral / active EE | $3,972 | $2,512+58.1% | $3,373+17.7% | $3,740+6.2% |
| Admin fee / account holder | $551 | $4,535-87.9% | $5,960-90.8% | $5,306-89.6% |