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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 | $75,137 | $67,411+11.5% | $91,004-17.4% | $70,126+7.1% |
| Participation rate | 93.0% | 71.4%+21.6pp | 75.6%+17.4pp | 69.5%+23.4pp |
| Annual return | 17.24% | -40.16%+57.4pp | 4.60%+12.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $3,685 | $1,786+106.3% | $2,456+50.1% | $2,343+57.3% |
| Participant deferral / active EE | $4,221 | $2,823+49.5% | $3,548+19.0% | $3,332+26.7% |
| Admin fee / account holder | $1,238 | $4,236-70.8% | $5,417-77.2% | $4,645-73.4% |