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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 | $66,023 | $67,411-2.1% | $91,004-27.5% | $70,126-5.9% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 24.60% | -40.16%+64.8pp | 4.60%+20.0pp | 73.15%-48.5pp |
| Employer contribution / active EE | $2,798 | $1,786+56.7% | $2,456+13.9% | $2,343+19.4% |
| Participant deferral / active EE | $4,683 | $2,823+65.9% | $3,548+32.0% | $3,332+40.6% |
| Admin fee / account holder | $15,243 | $4,236+259.8% | $5,417+181.4% | $4,645+228.1% |