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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 | $67,254 | $65,364+2.9% | $92,909-27.6% | $72,975-7.8% |
| Participation rate | 73.3% | 68.3%+5.0pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 16.96% | 42.11%-25.1pp | 109.44%-92.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $2,035 | $2,594-21.6% | $3,653-44.3% | $2,440-16.6% |
| Participant deferral / active EE | $5,861 | $3,128+87.4% | $4,238+38.3% | $3,608+62.5% |
| Admin fee / account holder | $974 | $4,251-77.1% | $5,795-83.2% | $5,124-81.0% |