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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 | $66,135 | $65,034+1.7% | $90,970-27.3% | $79,856-17.2% |
| Participation rate | 93.5% | 61.6%+31.9pp | 69.0%+24.5pp | 69.6%+23.9pp |
| Annual return | 15.48% | 30.45%-15.0pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,452 | $1,247+417.2% | $2,122+204.1% | $2,471+161.1% |
| Participant deferral / active EE | $2,081 | $2,512-17.1% | $3,373-38.3% | $3,741-44.4% |
| Admin fee / account holder | $2,163 | $4,536-52.3% | $5,961-63.7% | $5,306-59.2% |