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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 | $74,833 | $172,111-56.5% | $150,298-50.2% | $137,256-45.5% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 12.36% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,737 | $4,636-41.0% | $4,154-34.1% | $4,156-34.2% |
| Participant deferral / active EE | $6,307 | $6,166+2.3% | $5,453+15.7% | $6,407-1.6% |
| Admin fee / account holder | $414 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |