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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 | $74,115 | $78,428-5.5% | $95,960-22.8% | $79,852-7.2% |
| Participation rate | 82.9% | 73.5%+9.4pp | 77.1%+5.8pp | 69.6%+13.3pp |
| Annual return | 11.12% | 19.37%-8.3pp | 91.63%-80.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $2,277 | $1,945+17.0% | $2,541-10.4% | $2,471-7.9% |
| Participant deferral / active EE | $3,753 | $3,440+9.1% | $4,167-9.9% | $3,740+0.3% |
| Admin fee / account holder | $12,496 | $5,622+122.3% | $6,797+83.8% | $5,306+135.5% |