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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 | $77,089 | $63,354+21.7% | $94,105-18.1% | $82,637-6.7% |
| Participation rate | 84.1% | 63.8%+20.3pp | 71.9%+12.2pp | 68.1%+16.1pp |
| Annual return | 18.62% | 34.36%-15.7pp | 204.55%-185.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $2,202 | $1,760+25.2% | $2,504-12.1% | $2,552-13.7% |
| Participant deferral / active EE | $10,303 | $2,873+258.6% | $3,881+165.5% | $4,126+149.7% |
| Admin fee / account holder | $6,082 | $5,073+19.9% | $6,199-1.9% | $7,339-17.1% |