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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 | $105,201 | $67,411+56.1% | $91,004+15.6% | $70,126+50.0% |
| Participation rate | 87.1% | 71.4%+15.7pp | 75.6%+11.5pp | 69.5%+17.6pp |
| Annual return | 14.38% | -40.16%+54.5pp | 4.60%+9.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,047 | $1,786+14.6% | $2,456-16.6% | $2,343-12.6% |
| Participant deferral / active EE | $4,011 | $2,823+42.1% | $3,548+13.1% | $3,332+20.4% |
| Admin fee / account holder | $1,416 | $4,236-66.6% | $5,417-73.9% | $4,645-69.5% |