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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 | $129,213 | $67,411+91.7% | $91,004+42.0% | $70,126+84.3% |
| Participation rate | 97.5% | 71.4%+26.1pp | 75.6%+21.9pp | 69.5%+28.0pp |
| Annual return | 16.01% | -40.16%+56.2pp | 4.60%+11.4pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,444 | $1,786+92.8% | $2,456+40.2% | $2,343+47.0% |
| Participant deferral / active EE | $6,916 | $2,823+145.0% | $3,548+94.9% | $3,332+107.6% |
| Admin fee / account holder | $2,427 | $4,236-42.7% | $5,417-55.2% | $4,645-47.7% |