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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 | $92,381 | $67,411+37.0% | $91,004+1.5% | $70,126+31.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.81% | -40.16%+59.0pp | 4.60%+14.2pp | 73.15%-54.3pp |
| Employer contribution / active EE | $5,929 | $1,786+232.0% | $2,456+141.4% | $2,343+153.1% |
| Participant deferral / active EE | $5,528 | $2,823+95.9% | $3,548+55.8% | $3,332+65.9% |
| Admin fee / account holder | $3,350 | $4,236-20.9% | $5,417-38.2% | $4,645-27.9% |