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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 | $65,909 | $78,423-16.0% | $95,964-31.3% | $79,856-17.5% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 15.41% | 19.37%-4.0pp | 91.64%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,303 | $1,945-33.0% | $2,541-48.7% | $2,471-47.3% |
| Participant deferral / active EE | $3,678 | $3,440+6.9% | $4,167-11.7% | $3,741-1.7% |
| Admin fee / account holder | $948 | $5,622-83.1% | $6,797-86.1% | $5,306-82.1% |