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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 | $77,939 | $72,404+7.6% | $110,243-29.3% | $64,173+21.5% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.6%+16.5pp |
| Annual return | 10.25% | -6.29%+16.5pp | 314.76%-304.5pp | 7.63%+2.6pp |
| Employer contribution / active EE | $2,134 | $2,282-6.5% | $3,827-44.2% | $2,381-10.4% |
| Participant deferral / active EE | $4,454 | $3,469+28.4% | $4,672-4.7% | $3,470+28.4% |
| Admin fee / account holder | $6,269 | $5,664+10.7% | $8,548-26.7% | $4,887+28.3% |