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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 | $74,735 | $87,132-14.2% | $105,624-29.2% | $80,959-7.7% |
| Participation rate | 88.6% | 70.4%+18.2pp | 75.3%+13.4pp | 67.7%+21.0pp |
| Annual return | 16.78% | 17.03%-0.2pp | 116.20%-99.4pp | 35.67%-18.9pp |
| Employer contribution / active EE | $3,056 | $2,397+27.5% | $3,168-3.5% | $2,757+10.8% |
| Participant deferral / active EE | $6,818 | $3,985+71.1% | $5,013+36.0% | $4,300+58.5% |
| Admin fee / account holder | $2,763 | $8,449-67.3% | $10,961-74.8% | $6,925-60.1% |