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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 | $81,920 | $87,132-6.0% | $105,624-22.4% | $80,959+1.2% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.7%+26.4pp |
| Annual return | 12.06% | 17.03%-5.0pp | 116.20%-104.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,243 | $2,397-6.4% | $3,168-29.2% | $2,757-18.7% |
| Participant deferral / active EE | $6,743 | $3,985+69.2% | $5,013+34.5% | $4,300+56.8% |
| Admin fee / account holder | $3,004 | $8,449-64.4% | $10,961-72.6% | $6,925-56.6% |