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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 | $186,263 | $67,411+176.3% | $91,004+104.7% | $70,126+165.6% |
| Participation rate | 89.6% | 71.4%+18.2pp | 75.6%+14.0pp | 69.5%+20.0pp |
| Annual return | 16.65% | -40.16%+56.8pp | 4.60%+12.1pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,396 | $1,786+34.1% | $2,456-2.4% | $2,343+2.3% |
| Participant deferral / active EE | $6,468 | $2,823+129.1% | $3,548+82.3% | $3,332+94.1% |
| Admin fee / account holder | $7,876 | $4,236+85.9% | $5,417+45.4% | $4,645+69.5% |