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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 | $72,921 | $78,425-7.0% | $95,956-24.0% | $79,858-8.7% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.1pp | 69.6%+18.5pp |
| Annual return | 14.56% | 19.37%-4.8pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,474 | $1,945+27.2% | $2,541-2.6% | $2,471+0.1% |
| Participant deferral / active EE | $3,153 | $3,440-8.3% | $4,167-24.3% | $3,740-15.7% |
| Admin fee / account holder | $8,062 | $5,622+43.4% | $6,797+18.6% | $5,306+51.9% |