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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 | $67,619 | $88,672-23.7% | $105,223-35.7% | $82,448-18.0% |
| Participation rate | 82.1% | 67.9%+14.2pp | 75.0%+7.1pp | 68.1%+14.1pp |
| Annual return | 25.48% | 30.86%-5.4pp | 180.65%-155.2pp | 41.64%-16.2pp |
| Employer contribution / active EE | $3,248 | $3,048+6.6% | $3,689-12.0% | $2,551+27.3% |
| Participant deferral / active EE | $4,955 | $4,036+22.8% | $5,072-2.3% | $4,139+19.7% |
| Admin fee / account holder | $945 | $7,146-86.8% | $8,859-89.3% | $7,234-86.9% |