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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 | $64,449 | $61,125+5.4% | $94,057-31.5% | $87,485-26.3% |
| Participation rate | 95.2% | 64.1%+31.2pp | 73.3%+21.9pp | 68.9%+26.3pp |
| Annual return | 15.88% | 35.20%-19.3pp | 480.62%-464.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,804 | $2,136+31.2% | $2,933-4.4% | $2,596+8.0% |
| Participant deferral / active EE | $5,085 | $3,260+56.0% | $4,709+8.0% | $4,274+19.0% |
| Admin fee / account holder | $1,571 | $5,629-72.1% | $7,244-78.3% | $7,775-79.8% |