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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 | $121,498 | $67,411+80.2% | $91,004+33.5% | $70,126+73.3% |
| Participation rate | 89.7% | 71.4%+18.4pp | 75.6%+14.1pp | 69.5%+20.2pp |
| Annual return | 13.13% | -40.16%+53.3pp | 4.60%+8.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $3,290 | $1,786+84.2% | $2,456+34.0% | $2,343+40.5% |
| Participant deferral / active EE | $4,120 | $2,823+46.0% | $3,548+16.1% | $3,332+23.7% |
| Admin fee / account holder | $2,115 | $4,236-50.1% | $5,417-61.0% | $4,645-54.5% |