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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 | $85,473 | $88,672-3.6% | $105,223-18.8% | $82,448+3.7% |
| Participation rate | 74.4% | 67.9%+6.4pp | 75.0%-0.7pp | 68.1%+6.3pp |
| Annual return | 16.74% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $5,070 | $3,048+66.4% | $3,689+37.5% | $2,551+98.8% |
| Participant deferral / active EE | $5,225 | $4,036+29.5% | $5,072+3.0% | $4,139+26.2% |
| Admin fee / account holder | $2,347 | $7,146-67.2% | $8,859-73.5% | $7,234-67.6% |