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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 | $75,213 | $72,404+3.9% | $110,243-31.8% | $64,173+17.2% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 11.52% | -6.29%+17.8pp | 314.76%-303.2pp | 7.63%+3.9pp |
| Employer contribution / active EE | $5,836 | $2,282+155.8% | $3,827+52.5% | $2,381+145.1% |
| Participant deferral / active EE | $3,672 | $3,469+5.9% | $4,672-21.4% | $3,470+5.8% |
| Admin fee / account holder | $597 | $5,664-89.5% | $8,548-93.0% | $4,887-87.8% |