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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 | $75,056 | $67,411+11.3% | $91,004-17.5% | $70,126+7.0% |
| Participation rate | 96.3% | 71.4%+24.9pp | 75.6%+20.7pp | 69.5%+26.8pp |
| Annual return | 15.30% | -40.16%+55.5pp | 4.60%+10.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $7,317 | $1,786+309.7% | $2,456+198.0% | $2,343+212.3% |
| Participant deferral / active EE | $6,196 | $2,823+119.5% | $3,548+74.6% | $3,332+86.0% |
| Admin fee / account holder | $596 | $4,236-85.9% | $5,417-89.0% | $4,645-87.2% |