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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 | $66,272 | $65,712+0.9% | $57,196+15.9% | $273,972-75.8% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | 5.72% | 22.01%-16.3pp | 14.59%-8.9pp | 41.46%-35.7pp |
| Employer contribution / active EE | $9,976 | $3,280+204.1% | $2,683+271.8% | $4,869+104.9% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,483 | $4,838+34.0% | $3,141+106.4% | $10,133-36.0% |