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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 | $71,197+3.6% | $93,669-21.3% | $80,925-8.9% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.7%+28.8pp |
| Annual return | 11.03% | 11.27%-0.2pp | 133.59%-122.6pp | 35.65%-24.6pp |
| Employer contribution / active EE | $2,449 | $1,565+56.5% | $2,424+1.1% | $2,756-11.1% |
| Participant deferral / active EE | $5,083 | $4,036+25.9% | $4,416+15.1% | $4,299+18.2% |
| Admin fee / account holder | $917 | $6,959-86.8% | $8,291-88.9% | $6,940-86.8% |