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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 | $80,997 | $94,031-13.9% | $115,768-30.0% | $82,448-1.8% |
| Participation rate | 84.4% | 70.4%+14.0pp | 74.4%+10.0pp | 68.1%+16.3pp |
| Annual return | 16.28% | 20.61%-4.3pp | 100.46%-84.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,442 | $2,323+5.1% | $2,940-16.9% | $2,551-4.3% |
| Participant deferral / active EE | $5,084 | $3,972+28.0% | $4,917+3.4% | $4,139+22.8% |
| Admin fee / account holder | $992 | $10,249-90.3% | $12,439-92.0% | $7,234-86.3% |