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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 | $71,580 | $67,411+6.2% | $91,004-21.3% | $70,126+2.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.01% | -40.16%+55.2pp | 4.60%+10.4pp | 73.15%-58.1pp |
| Employer contribution / active EE | $5,324 | $1,786+198.1% | $2,456+116.8% | $2,343+127.3% |
| Participant deferral / active EE | $4,302 | $2,823+52.4% | $3,548+21.3% | $3,332+29.1% |
| Admin fee / account holder | $5,738 | $4,236+35.4% | $5,417+5.9% | $4,645+23.5% |