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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 | $74,174 | $228,352-67.5% | $185,827-60.1% | $158,950-53.3% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 17.90% | 40.81%-22.9pp | 35.96%-18.1pp | 302.91%-285.0pp |
| Employer contribution / active EE | $3,986 | $4,967-19.7% | $4,087-2.5% | $4,762-16.3% |
| Participant deferral / active EE | $7,616 | $6,416+18.7% | $5,633+35.2% | $5,983+27.3% |
| Admin fee / account holder | $1,620 | $11,867-86.3% | $9,502-82.9% | $11,248-85.6% |