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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 | $117,864 | $71,873+64.0% | $86,698+35.9% | $68,490+72.1% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -17.31% | 3.54%-20.8pp | 35.96%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $3,296 | $2,173+51.6% | $2,837+16.2% | $2,597+26.9% |
| Participant deferral / active EE | $5,682 | $3,779+50.3% | $4,656+22.0% | $4,028+41.1% |
| Admin fee / account holder | $1,084 | $6,110-82.3% | $7,492-85.5% | $5,403-79.9% |