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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 | $79,754 | $69,977+14.0% | $108,582-26.5% | $62,881+26.8% |
| Participation rate | 96.4% | 72.9%+23.5pp | 79.6%+16.9pp | 69.3%+27.1pp |
| Annual return | 10.81% | 10.73%+0.1pp | -51.70%+62.5pp | 20.14%-9.3pp |
| Employer contribution / active EE | $5,357 | $2,135+150.9% | $3,758+42.5% | $2,281+134.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,897 | $5,076-42.9% | $7,645-62.1% | $4,296-32.6% |