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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 | $81,786 | $78,423+4.3% | $95,964-14.8% | $79,856+2.4% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 15.63% | 19.37%-3.7pp | 91.64%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $549 | $1,945-71.8% | $2,541-78.4% | $2,471-77.8% |
| Participant deferral / active EE | $4,937 | $3,440+43.5% | $4,167+18.5% | $3,741+32.0% |
| Admin fee / account holder | $1,043 | $5,622-81.5% | $6,797-84.7% | $5,306-80.3% |