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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 | $71,637 | $68,880+4.0% | $120,580-40.6% | $80,959-11.5% |
| Participation rate | 95.1% | 61.7%+33.4pp | 72.0%+23.1pp | 67.7%+27.4pp |
| Annual return | 12.63% | 23.68%-11.0pp | 107.48%-94.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,044 | $2,066+95.7% | $3,469+16.6% | $2,757+46.7% |
| Participant deferral / active EE | $4,735 | $3,191+48.4% | $4,995-5.2% | $4,300+10.1% |
| Admin fee / account holder | $2,554 | $5,785-55.9% | $9,418-72.9% | $6,925-63.1% |