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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 | $68,189 | $61,815+10.3% | $97,295-29.9% | $80,959-15.8% |
| Participation rate | 70.5% | 63.5%+7.0pp | 72.7%-2.2pp | 67.7%+2.8pp |
| Annual return | 11.91% | -558.73%+570.6pp | 75.62%-63.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,666 | $1,836+45.2% | $2,723-2.1% | $2,757-3.3% |
| Participant deferral / active EE | $4,187 | $3,027+38.3% | $4,264-1.8% | $4,300-2.6% |
| Admin fee / account holder | $3,461 | $5,166-33.0% | $5,646-38.7% | $6,925-50.0% |