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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 | $68,776 | $85,790-19.8% | $67,313+2.2% | $135,380-49.2% |
| Participation rate | 95.2% | 76.5%+18.8pp | 69.1%+26.2pp | 82.6%+12.6pp |
| Annual return | 7.36% | -0.54%+7.9pp | -4.08%+11.4pp | 519.81%-512.4pp |
| Employer contribution / active EE | $3,225 | $3,487-7.5% | $2,566+25.7% | $4,779-32.5% |
| Participant deferral / active EE | $5,543 | $4,651+19.2% | $3,568+55.3% | $5,609-1.2% |
| Admin fee / account holder | $19,190 | $6,392+200.2% | $4,507+325.8% | $10,828+77.2% |