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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 | $68,878+4.0% | $120,574-40.6% | $80,935-11.5% |
| Participation rate | 95.1% | 61.7%+33.4pp | 71.9%+23.1pp | 67.7%+27.4pp |
| Annual return | 12.63% | 23.67%-11.0pp | 107.42%-94.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $4,044 | $2,065+95.9% | $3,471+16.5% | $2,757+46.7% |
| Participant deferral / active EE | $4,735 | $3,189+48.5% | $4,996-5.2% | $4,299+10.1% |
| Admin fee / account holder | $2,554 | $5,782-55.8% | $9,445-73.0% | $6,924-63.1% |