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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 | $71,197+13.3% | $93,669-13.9% | $80,925-0.3% |
| Participation rate | 70.6% | 60.4%+10.2pp | 68.7%+1.9pp | 67.7%+2.9pp |
| Annual return | 17.55% | 11.27%+6.3pp | 133.59%-116.0pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,515 | $1,565+60.8% | $2,424+3.8% | $2,756-8.7% |
| Participant deferral / active EE | $4,240 | $4,036+5.1% | $4,416-4.0% | $4,299-1.4% |
| Admin fee / account holder | $2,658 | $6,959-61.8% | $8,291-67.9% | $6,940-61.7% |