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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 | $67,118 | $67,411-0.4% | $91,004-26.2% | $70,131-4.3% |
| Participation rate | 89.7% | 71.4%+18.4pp | 75.6%+14.1pp | 69.5%+20.2pp |
| Annual return | 17.08% | -40.16%+57.2pp | 4.60%+12.5pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,521 | $1,786+41.1% | $2,456+2.6% | $2,342+7.6% |
| Participant deferral / active EE | $4,316 | $2,823+52.9% | $3,548+21.7% | $3,332+29.5% |
| Admin fee / account holder | $6,245 | $4,236+47.4% | $5,417+15.3% | $4,645+34.4% |