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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 | $111,072 | $67,411+64.8% | $91,004+22.1% | $70,126+58.4% |
| Participation rate | 85.4% | 71.4%+14.0pp | 75.6%+9.8pp | 69.5%+15.8pp |
| Annual return | 19.70% | -40.16%+59.9pp | 4.60%+15.1pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,711 | $1,786+51.8% | $2,456+10.4% | $2,343+15.7% |
| Participant deferral / active EE | $2,987 | $2,823+5.8% | $3,548-15.8% | $3,332-10.4% |
| Admin fee / account holder | $11,049 | $4,236+160.8% | $5,417+103.9% | $4,645+137.8% |