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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 | $70,625 | $89,259-20.9% | $107,187-34.1% | $82,637-14.5% |
| Participation rate | 84.1% | 67.9%+16.2pp | 75.0%+9.1pp | 68.1%+16.0pp |
| Annual return | 13.83% | 21.02%-7.2pp | 204.55%-190.7pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,483 | $3,080-51.8% | $3,782-60.8% | $2,552-41.9% |
| Participant deferral / active EE | $4,277 | $4,037+5.9% | $5,096-16.1% | $4,126+3.6% |
| Admin fee / account holder | $3,594 | $7,381-51.3% | $9,162-60.8% | $7,339-51.0% |