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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 | $71,957 | $67,411+6.7% | $91,004-20.9% | $70,124+2.6% |
| Participation rate | 92.0% | 71.4%+20.6pp | 75.6%+16.4pp | 69.5%+22.5pp |
| Annual return | 14.79% | -40.16%+54.9pp | 4.60%+10.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,450 | $1,786+93.1% | $2,456+40.5% | $2,342+47.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,604 | $4,236-14.9% | $5,417-33.5% | $4,645-22.4% |