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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 | $69,167 | $88,672-22.0% | $105,223-34.3% | $82,448-16.1% |
| Participation rate | 74.3% | 67.9%+6.4pp | 75.0%-0.8pp | 68.1%+6.2pp |
| Annual return | 21.69% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,913 | $3,048-4.4% | $3,689-21.0% | $2,551+14.2% |
| Participant deferral / active EE | $5,101 | $4,036+26.4% | $5,072+0.6% | $4,139+23.2% |
| Admin fee / account holder | $642 | $7,146-91.0% | $8,859-92.8% | $7,234-91.1% |