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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 | $65,207 | $71,215-8.4% | $93,696-30.4% | $80,935-19.4% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.6pp | 67.7%+2.7pp |
| Annual return | 12.92% | 11.27%+1.7pp | 133.74%-120.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,948 | $1,565+24.4% | $2,422-19.6% | $2,757-29.4% |
| Participant deferral / active EE | $4,489 | $4,037+11.2% | $4,417+1.6% | $4,299+4.4% |
| Admin fee / account holder | $5,099 | $6,958-26.7% | $8,287-38.5% | $6,924-26.4% |