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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 | $76,870 | $69,977+9.9% | $108,582-29.2% | $62,881+22.2% |
| Participation rate | 80.3% | 72.9%+7.4pp | 79.6%+0.8pp | 69.3%+11.0pp |
| Annual return | 7.45% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,805 | $2,135+31.4% | $3,758-25.4% | $2,281+23.0% |
| Participant deferral / active EE | $8,958 | $3,165+183.1% | $4,311+107.8% | $3,203+179.7% |
| Admin fee / account holder | $7,764 | $5,076+52.9% | $7,645+1.6% | $4,296+80.7% |