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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 | $77,221 | $72,269+6.9% | $101,271-23.7% | $79,852-3.3% |
| Participation rate | 82.8% | 68.5%+14.3pp | 75.8%+7.0pp | 69.6%+13.1pp |
| Annual return | 15.67% | 22.29%-6.6pp | 46.48%-30.8pp | 31.72%-16.0pp |
| Employer contribution / active EE | $4,956 | $2,692+84.1% | $3,660+35.4% | $2,471+100.6% |
| Participant deferral / active EE | $3,354 | $3,282+2.2% | $4,371-23.3% | $3,740-10.3% |
| Admin fee / account holder | $338 | $4,401-92.3% | $5,948-94.3% | $5,306-93.6% |