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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 | $62,445 | $94,031-33.6% | $115,768-46.1% | $82,448-24.3% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.4%+13.1pp | 68.1%+19.4pp |
| Annual return | 18.52% | 20.61%-2.1pp | 100.46%-81.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,676 | $2,323+15.2% | $2,940-9.0% | $2,551+4.9% |
| Participant deferral / active EE | $4,543 | $3,972+14.4% | $4,917-7.6% | $4,139+9.8% |
| Admin fee / account holder | $4,042 | $10,249-60.6% | $12,439-67.5% | $7,234-44.1% |