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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 | $197,602 | $67,411+193.1% | $91,004+117.1% | $70,124+181.8% |
| Participation rate | 98.5% | 71.4%+27.1pp | 75.6%+22.9pp | 69.5%+29.0pp |
| Annual return | 12.98% | -40.16%+53.1pp | 4.60%+8.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $4,375 | $1,786+145.0% | $2,456+78.2% | $2,342+86.8% |
| Participant deferral / active EE | $5,376 | $2,823+90.4% | $3,548+51.5% | $3,332+61.3% |
| Admin fee / account holder | $6,838 | $4,236+61.4% | $5,417+26.2% | $4,645+47.2% |