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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 | $68,908 | $110,410-37.6% | $102,437-32.7% | $145,897-52.8% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.56% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.7pp |
| Employer contribution / active EE | $5,129 | $4,217+21.6% | $3,871+32.5% | $4,663+10.0% |
| Participant deferral / active EE | $6,104 | $5,622+8.6% | $5,060+20.6% | $6,689-8.7% |
| Admin fee / account holder | $1,640 | $9,745-83.2% | $8,388-80.4% | $13,390-87.7% |