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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 | $56,883 | $75,832-25.0% | $147,617-61.5% | $59,633-4.6% |
| Participation rate | 98.9% | 71.6%+27.3pp | 84.6%+14.2pp | 68.7%+30.2pp |
| Annual return | 5.80% | 0.37%+5.4pp | 61.98%-56.2pp | 2041.45%-2035.6pp |
| Employer contribution / active EE | $4,056 | $3,485+16.4% | $5,564-27.1% | $2,203+84.2% |
| Participant deferral / active EE | $4,909 | $3,131+56.8% | $4,895+0.3% | $3,192+53.8% |
| Admin fee / account holder | $5,236 | $5,986-12.5% | $11,612-54.9% | $4,297+21.8% |