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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 | $82,089 | $88,672-7.4% | $105,223-22.0% | $82,448-0.4% |
| Participation rate | 70.6% | 67.9%+2.7pp | 75.0%-4.5pp | 68.1%+2.5pp |
| Annual return | 17.49% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,794 | $3,048+24.5% | $3,689+2.9% | $2,551+48.7% |
| Participant deferral / active EE | $8,075 | $4,036+100.1% | $5,072+59.2% | $4,139+95.1% |
| Admin fee / account holder | $7,642 | $7,146+6.9% | $8,859-13.7% | $7,234+5.6% |