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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 | $74,031 | $77,638-4.6% | $156,551-52.7% | $62,881+17.7% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 9.17% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $5,687 | $3,444+65.1% | $5,501+3.4% | $2,281+149.3% |
| Participant deferral / active EE | $3,357 | $3,046+10.2% | $4,871-31.1% | $3,203+4.8% |
| Admin fee / account holder | $689 | $5,561-87.6% | $13,028-94.7% | $4,296-84.0% |