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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 | $92,424 | $67,411+37.1% | $91,004+1.6% | $70,126+31.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.58% | -40.16%+54.7pp | 4.60%+10.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $4,632 | $1,786+159.4% | $2,456+88.6% | $2,343+97.7% |
| Participant deferral / active EE | $5,241 | $2,823+85.7% | $3,548+47.7% | $3,332+57.3% |
| Admin fee / account holder | $1,259 | $4,236-70.3% | $5,417-76.8% | $4,645-72.9% |