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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 | $72,826 | $67,411+8.0% | $91,004-20.0% | $70,126+3.9% |
| Participation rate | 88.9% | 71.4%+17.5pp | 75.6%+13.3pp | 69.5%+19.3pp |
| Annual return | 17.87% | -40.16%+58.0pp | 4.60%+13.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $8,439 | $1,786+372.5% | $2,456+243.7% | $2,343+260.3% |
| Participant deferral / active EE | $12,622 | $2,823+347.2% | $3,548+255.8% | $3,332+278.8% |
| Admin fee / account holder | $15,485 | $4,236+265.5% | $5,417+185.8% | $4,645+233.3% |