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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 | $74,127 | $73,638+0.7% | $95,964-22.8% | $73,497+0.9% |
| Participation rate | 81.0% | 76.2%+4.8pp | 77.1%+3.9pp | 70.7%+10.3pp |
| Annual return | 18.59% | 16.78%+1.8pp | 91.64%-73.1pp | 28.51%-9.9pp |
| Employer contribution / active EE | $3,572 | $1,863+91.7% | $2,541+40.5% | $2,270+57.3% |
| Participant deferral / active EE | $8,100 | $3,617+124.0% | $4,167+94.4% | $3,740+116.6% |
| Admin fee / account holder | $5,187 | $482+975.8% | $6,797-23.7% | $513+910.9% |