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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 | $70,067 | $71,197-1.6% | $93,669-25.2% | $80,925-13.4% |
| Participation rate | 78.4% | 60.4%+18.0pp | 68.7%+9.7pp | 67.7%+10.8pp |
| Annual return | 17.88% | 11.27%+6.6pp | 133.59%-115.7pp | 35.65%-17.8pp |
| Employer contribution / active EE | $1,567 | $1,565+0.1% | $2,424-35.3% | $2,756-43.2% |
| Participant deferral / active EE | $5,604 | $4,036+38.9% | $4,416+26.9% | $4,299+30.4% |
| Admin fee / account holder | $83,743 | $6,959+1103.4% | $8,291+910.0% | $6,940+1106.7% |