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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 | $71,805 | $67,411+6.5% | $91,004-21.1% | $70,126+2.4% |
| Participation rate | 84.7% | 71.4%+13.3pp | 75.6%+9.1pp | 69.5%+15.2pp |
| Annual return | 17.69% | -40.16%+57.9pp | 4.60%+13.1pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,055 | $1,786+71.1% | $2,456+24.4% | $2,343+30.4% |
| Participant deferral / active EE | $2,414 | $2,823-14.5% | $3,548-32.0% | $3,332-27.6% |
| Admin fee / account holder | $5,654 | $4,236+33.5% | $5,417+4.4% | $4,645+21.7% |