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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 | $66,775 | $63,703+4.8% | $93,063-28.2% | $82,448-19.0% |
| Participation rate | 82.8% | 63.8%+19.0pp | 72.1%+10.7pp | 68.1%+14.7pp |
| Annual return | 23.41% | -775.43%+798.8pp | 34.15%-10.7pp | 41.64%-18.2pp |
| Employer contribution / active EE | $2,238 | $1,729+29.5% | $2,476-9.6% | $2,551-12.3% |
| Participant deferral / active EE | $5,325 | $2,919+82.4% | $3,958+34.5% | $4,139+28.7% |
| Admin fee / account holder | $2,438 | $5,982-59.3% | $6,033-59.6% | $7,234-66.3% |