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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 | $150,846 | $67,411+123.8% | $91,004+65.8% | $70,126+115.1% |
| Participation rate | 77.4% | 71.4%+6.1pp | 75.6%+1.8pp | 69.5%+7.9pp |
| Annual return | 14.01% | -40.16%+54.2pp | 4.60%+9.4pp | 73.15%-59.1pp |
| Employer contribution / active EE | $936 | $1,786-47.6% | $2,456-61.9% | $2,343-60.0% |
| Participant deferral / active EE | $3,118 | $2,823+10.5% | $3,548-12.1% | $3,332-6.4% |
| Admin fee / account holder | $9,069 | $4,236+114.1% | $5,417+67.4% | $4,645+95.2% |