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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 | $67,928 | $72,177-5.9% | $115,038-41.0% | $59,633+13.9% |
| Participation rate | 86.8% | 72.6%+14.3pp | 81.4%+5.5pp | 68.7%+18.2pp |
| Annual return | 5.00% | 12.02%-7.0pp | 26.14%-21.1pp | 2041.45%-2036.4pp |
| Employer contribution / active EE | $6,990 | $2,841+146.0% | $4,608+51.7% | $2,203+217.4% |
| Participant deferral / active EE | $9,375 | $4,783+96.0% | $6,026+55.6% | $3,192+193.7% |
| Admin fee / account holder | $1,536 | $4,927-68.8% | $8,175-81.2% | $4,297-64.2% |