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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 | $67,384 | $78,423-14.1% | $95,964-29.8% | $79,856-15.6% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 18.59% | 19.37%-0.8pp | 91.64%-73.1pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,238 | $1,945-36.4% | $2,541-51.3% | $2,471-49.9% |
| Participant deferral / active EE | $5,004 | $3,440+45.4% | $4,167+20.1% | $3,741+33.8% |
| Admin fee / account holder | $3,463 | $5,622-38.4% | $6,797-49.0% | $5,306-34.7% |