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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 | $66,463 | $69,977-5.0% | $108,582-38.8% | $62,881+5.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.01% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $4,770 | $2,135+123.4% | $3,758+26.9% | $2,281+109.1% |
| Participant deferral / active EE | $2,553 | $3,165-19.3% | $4,311-40.8% | $3,203-20.3% |
| Admin fee / account holder | $5,848 | $5,076+15.2% | $7,645-23.5% | $4,296+36.1% |