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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 | $68,104 | $88,672-23.2% | $105,223-35.3% | $82,448-17.4% |
| Participation rate | 73.4% | 67.9%+5.5pp | 75.0%-1.6pp | 68.1%+5.4pp |
| Annual return | 17.68% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,901 | $3,048+28.0% | $3,689+5.8% | $2,551+52.9% |
| Participant deferral / active EE | $5,624 | $4,036+39.3% | $5,072+10.9% | $4,139+35.9% |
| Admin fee / account holder | $1,608 | $7,146-77.5% | $8,859-81.9% | $7,234-77.8% |