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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 | $71,710 | $87,546-18.1% | $75,784-5.4% | $125,389-42.8% |
| Participation rate | 82.4% | 80.2%+2.2pp | 75.8%+6.5pp | 83.2%-0.8pp |
| Annual return | 3.85% | 13.49%-9.6pp | 9.68%-5.8pp | 282.24%-278.4pp |
| Employer contribution / active EE | $5,990 | $3,930+52.4% | $3,323+80.2% | $4,866+23.1% |
| Participant deferral / active EE | $7,114 | $4,230+68.2% | $3,652+94.8% | $5,352+32.9% |
| Admin fee / account holder | $57,154 | $6,503+778.9% | $5,300+978.4% | $9,541+499.0% |