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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 | $71,209 | $67,411+5.6% | $91,004-21.8% | $70,126+1.5% |
| Participation rate | 93.8% | 71.4%+22.4pp | 75.6%+18.1pp | 69.5%+24.2pp |
| Annual return | 20.51% | -40.16%+60.7pp | 4.60%+15.9pp | 73.15%-52.6pp |
| Employer contribution / active EE | $3,178 | $1,786+78.0% | $2,456+29.4% | $2,343+35.7% |
| Participant deferral / active EE | $5,860 | $2,823+107.6% | $3,548+65.2% | $3,332+75.9% |
| Admin fee / account holder | $708 | $4,236-83.3% | $5,417-86.9% | $4,645-84.7% |