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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 | $161,288 | $67,411+139.3% | $91,004+77.2% | $70,126+130.0% |
| Participation rate | 97.8% | 71.4%+26.4pp | 75.6%+22.2pp | 69.5%+28.2pp |
| Annual return | 14.88% | -40.16%+55.0pp | 4.60%+10.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,890 | $1,786+5.8% | $2,456-23.0% | $2,343-19.3% |
| Participant deferral / active EE | $5,742 | $2,823+103.4% | $3,548+61.9% | $3,332+72.3% |
| Admin fee / account holder | $3,569 | $4,236-15.8% | $5,417-34.1% | $4,645-23.2% |