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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 | $74,191 | $69,977+6.0% | $108,582-31.7% | $62,881+18.0% |
| Participation rate | 98.8% | 72.9%+25.9pp | 79.6%+19.2pp | 69.3%+29.5pp |
| Annual return | 5.35% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $4,160 | $2,135+94.9% | $3,758+10.7% | $2,281+82.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,516 | $5,076+8.7% | $7,645-27.8% | $4,296+28.4% |