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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 | $73,729 | $71,057+3.8% | $93,654-21.3% | $80,874-8.8% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.6%+28.8pp |
| Annual return | 11.03% | 11.26%-0.2pp | 133.34%-122.3pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,449 | $1,564+56.6% | $2,421+1.2% | $2,756-11.1% |
| Participant deferral / active EE | $5,083 | $4,034+26.0% | $4,413+15.2% | $4,297+18.3% |
| Admin fee / account holder | $917 | $6,944-86.8% | $8,282-88.9% | $6,935-86.8% |