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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 | $89,857 | $90,486-0.7% | $78,676+14.2% | $273,972-67.2% |
| Participation rate | 82.6% | 76.5%+6.1pp | 73.6%+9.0pp | 83.0%-0.4pp |
| Annual return | 7.41% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,873 | $3,175+22.0% | $2,850+35.9% | $4,869-20.5% |
| Participant deferral / active EE | $5,599 | $3,901+43.5% | $3,517+59.2% | $5,287+5.9% |
| Admin fee / account holder | $976 | $5,263-81.5% | $4,510-78.4% | $10,133-90.4% |