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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 | $75,271 | $81,208-7.3% | $98,916-23.9% | $79,858-5.7% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 13.37% | 60.99%-47.6pp | 196.45%-183.1pp | 31.72%-18.4pp |
| Employer contribution / active EE | $444 | $1,960-77.4% | $2,689-83.5% | $2,471-82.1% |
| Participant deferral / active EE | $3,679 | $3,265+12.7% | $4,245-13.3% | $3,740-1.6% |
| Admin fee / account holder | $7,545 | $6,013+25.5% | $6,642+13.6% | $5,306+42.2% |