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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 | $85,036 | $45,050+88.8% | $63,018+34.9% | $70,126+21.3% |
| Participation rate | 71.2% | 69.5%+1.7pp | 74.8%-3.6pp | 69.5%+1.7pp |
| Annual return | 15.68% | 18.76%-3.1pp | 87.62%-71.9pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,596 | $2,052-22.2% | $2,761-42.2% | $2,343-31.9% |
| Participant deferral / active EE | $4,366 | $2,466+77.1% | $3,330+31.1% | $3,332+31.0% |
| Admin fee / account holder | $6,732 | $2,834+137.6% | $3,601+87.0% | $4,645+44.9% |