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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 | $68,573+4.5% | $120,368-40.5% | $80,874-11.4% |
| Participation rate | 95.1% | 61.6%+33.5pp | 71.9%+23.2pp | 67.6%+27.4pp |
| Annual return | 12.63% | 23.61%-11.0pp | 107.26%-94.6pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,044 | $2,052+97.1% | $3,465+16.7% | $2,756+46.8% |
| Participant deferral / active EE | $4,735 | $3,174+49.2% | $4,991-5.1% | $4,297+10.2% |
| Admin fee / account holder | $2,554 | $5,734-55.5% | $9,429-72.9% | $6,935-63.2% |