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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 | $73,758 | $69,977+5.4% | $108,582-32.1% | $62,881+17.3% |
| Participation rate | 96.3% | 72.9%+23.4pp | 79.6%+16.7pp | 69.3%+27.0pp |
| Annual return | 7.99% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $6,775 | $2,135+217.4% | $3,758+80.3% | $2,281+197.0% |
| Participant deferral / active EE | $4,101 | $3,165+29.6% | $4,311-4.9% | $3,203+28.0% |
| Admin fee / account holder | $540 | $5,076-89.4% | $7,645-92.9% | $4,296-87.4% |