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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 | $77,932 | $78,423-0.6% | $95,964-18.8% | $79,856-2.4% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 13.37% | 19.37%-6.0pp | 91.64%-78.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $5,634 | $1,945+189.6% | $2,541+121.7% | $2,471+128.0% |
| Participant deferral / active EE | $1,936 | $3,440-43.7% | $4,167-53.5% | $3,741-48.2% |
| Admin fee / account holder | $734 | $5,622-86.9% | $6,797-89.2% | $5,306-86.2% |