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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 | $80,672 | $71,230+13.3% | $93,727-13.9% | $80,959-0.4% |
| Participation rate | 70.6% | 60.4%+10.2pp | 68.7%+1.9pp | 67.7%+2.9pp |
| Annual return | 17.55% | 11.26%+6.3pp | 133.83%-116.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,515 | $1,565+60.7% | $2,421+3.9% | $2,757-8.8% |
| Participant deferral / active EE | $4,240 | $4,037+5.0% | $4,417-4.0% | $4,300-1.4% |
| Admin fee / account holder | $2,658 | $6,961-61.8% | $8,292-67.9% | $6,925-61.6% |