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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 | $95,637 | $72,404+32.1% | $110,243-13.2% | $64,173+49.0% |
| Participation rate | 94.5% | 73.3%+21.2pp | 79.8%+14.7pp | 69.6%+25.0pp |
| Annual return | 5.53% | -6.29%+11.8pp | 314.76%-309.2pp | 7.63%-2.1pp |
| Employer contribution / active EE | $6,168 | $2,282+170.3% | $3,827+61.2% | $2,381+159.1% |
| Participant deferral / active EE | $3,062 | $3,469-11.7% | $4,672-34.5% | $3,470-11.8% |
| Admin fee / account holder | $3,491 | $5,664-38.4% | $8,548-59.2% | $4,887-28.6% |