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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 | $83,896 | $71,197+17.8% | $93,669-10.4% | $80,925+3.7% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.1pp | 67.7%+3.2pp |
| Annual return | 21.56% | 11.27%+10.3pp | 133.59%-112.0pp | 35.65%-14.1pp |
| Employer contribution / active EE | $1,843 | $1,565+17.8% | $2,424-24.0% | $2,756-33.1% |
| Participant deferral / active EE | $5,371 | $4,036+33.1% | $4,416+21.6% | $4,299+24.9% |
| Admin fee / account holder | $935 | $6,959-86.6% | $8,291-88.7% | $6,940-86.5% |