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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 | $85,133 | $67,411+26.3% | $91,004-6.5% | $70,131+21.4% |
| Participation rate | 95.7% | 71.4%+24.4pp | 75.6%+20.1pp | 69.5%+26.2pp |
| Annual return | 15.04% | -40.16%+55.2pp | 4.60%+10.4pp | 73.14%-58.1pp |
| Employer contribution / active EE | $6,034 | $1,786+237.9% | $2,456+145.7% | $2,342+157.6% |
| Participant deferral / active EE | $3,833 | $2,823+35.8% | $3,548+8.0% | $3,332+15.0% |
| Admin fee / account holder | $534 | $4,236-87.4% | $5,417-90.1% | $4,645-88.5% |