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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 | $71,057+18.1% | $93,654-10.4% | $80,874+3.7% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.1pp | 67.6%+3.2pp |
| Annual return | 21.56% | 11.26%+10.3pp | 133.34%-111.8pp | 35.62%-14.1pp |
| Employer contribution / active EE | $1,843 | $1,564+17.8% | $2,421-23.9% | $2,756-33.1% |
| Participant deferral / active EE | $5,371 | $4,034+33.1% | $4,413+21.7% | $4,297+25.0% |
| Admin fee / account holder | $935 | $6,944-86.5% | $8,282-88.7% | $6,935-86.5% |