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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 | $87,059-14.2% | $105,608-29.2% | $80,925-7.6% |
| Participation rate | 88.6% | 70.4%+18.2pp | 75.3%+13.4pp | 67.7%+21.0pp |
| Annual return | 16.78% | 17.05%-0.3pp | 116.50%-99.7pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,056 | $2,396+27.5% | $3,167-3.5% | $2,756+10.9% |
| Participant deferral / active EE | $6,818 | $3,986+71.1% | $5,010+36.1% | $4,299+58.6% |
| Admin fee / account holder | $2,763 | $8,443-67.3% | $11,028-74.9% | $6,940-60.2% |