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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 | $61,341 | $63,703-3.7% | $93,063-34.1% | $82,448-25.6% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.1%+27.9pp |
| Annual return | 17.64% | -775.43%+793.1pp | 34.15%-16.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,754 | $1,729+117.2% | $2,476+51.6% | $2,551+47.2% |
| Participant deferral / active EE | $7,210 | $2,919+147.0% | $3,958+82.2% | $4,139+74.2% |
| Admin fee / account holder | $4,025 | $5,982-32.7% | $6,033-33.3% | $7,234-44.4% |