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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 | $75,798 | $74,535+1.7% | $100,712-24.7% | $82,637-8.3% |
| Participation rate | 90.6% | 61.2%+29.5pp | 69.3%+21.3pp | 68.1%+22.6pp |
| Annual return | 20.45% | 18.92%+1.5pp | 33.27%-12.8pp | 53.51%-33.1pp |
| Employer contribution / active EE | $5,202 | $1,503+246.2% | $2,313+124.9% | $2,552+103.8% |
| Participant deferral / active EE | $4,588 | $3,074+49.3% | $4,085+12.3% | $4,126+11.2% |
| Admin fee / account holder | $5,171 | $6,576-21.4% | $9,256-44.1% | $7,339-29.5% |