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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 | $71,579 | $67,411+6.2% | $91,004-21.3% | $70,126+2.1% |
| Participation rate | 79.4% | 71.4%+8.0pp | 75.6%+3.8pp | 69.5%+9.9pp |
| Annual return | 16.21% | -40.16%+56.4pp | 4.60%+11.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,511 | $1,786-15.4% | $2,456-38.5% | $2,343-35.5% |
| Participant deferral / active EE | $4,675 | $2,823+65.6% | $3,548+31.8% | $3,332+40.3% |
| Admin fee / account holder | $11,845 | $4,236+179.6% | $5,417+118.6% | $4,645+155.0% |