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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 | $72,478 | $52,911+37.0% | $73,309-1.1% | $59,633+21.5% |
| Participation rate | 80.0% | 68.2%+11.8pp | 74.9%+5.1pp | 68.7%+11.3pp |
| Annual return | 0.64% | 12.20%-11.6pp | 5.67%-5.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $4,322 | $1,909+126.4% | $3,237+33.5% | $2,203+96.2% |
| Participant deferral / active EE | $5,639 | $4,069+38.6% | $4,991+13.0% | $3,192+76.7% |
| Admin fee / account holder | $3,368 | $3,835-12.2% | $5,635-40.2% | $4,297-21.6% |