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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 | $92,028 | $61,125+50.6% | $94,057-2.2% | $87,485+5.2% |
| Participation rate | 74.2% | 64.1%+10.1pp | 73.3%+0.8pp | 68.9%+5.3pp |
| Annual return | 14.03% | 35.20%-21.2pp | 480.62%-466.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,523 | $2,136-28.7% | $2,933-48.1% | $2,596-41.3% |
| Participant deferral / active EE | $3,850 | $3,260+18.1% | $4,709-18.3% | $4,274-9.9% |
| Admin fee / account holder | $752 | $5,629-86.6% | $7,244-89.6% | $7,775-90.3% |