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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 | $68,066 | $67,411+1.0% | $91,004-25.2% | $70,126-2.9% |
| Participation rate | 78.5% | 71.4%+7.1pp | 75.6%+2.9pp | 69.5%+8.9pp |
| Annual return | 18.92% | -40.16%+59.1pp | 4.60%+14.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $6,065 | $1,786+239.6% | $2,456+147.0% | $2,343+158.9% |
| Participant deferral / active EE | $3,905 | $2,823+38.4% | $3,548+10.1% | $3,332+17.2% |
| Admin fee / account holder | $10,697 | $4,236+152.5% | $5,417+97.5% | $4,645+130.3% |