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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 | $61,185 | $124,980-51.0% | $108,359-43.5% | $154,746-60.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 70.1%+14.5pp | 80.7%+3.9pp |
| Annual return | 16.73% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,788 | $2,851-2.2% | $2,399+16.2% | $4,379-36.3% |
| Participant deferral / active EE | $8,617 | $4,743+81.7% | $4,137+108.3% | $6,730+28.0% |
| Admin fee / account holder | $659 | $11,502-94.3% | $9,741-93.2% | $14,365-95.4% |