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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 | $69,667 | $67,411+3.3% | $91,004-23.4% | $70,124-0.7% |
| Participation rate | 94.7% | 71.4%+23.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 17.38% | -40.16%+57.5pp | 4.60%+12.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $9,649 | $1,786+440.3% | $2,456+292.9% | $2,342+311.9% |
| Participant deferral / active EE | $8,418 | $2,823+198.2% | $3,548+137.3% | $3,332+152.7% |
| Admin fee / account holder | $10,293 | $4,236+143.0% | $5,417+90.0% | $4,645+121.6% |