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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 | $247,915 | $67,411+267.8% | $91,004+172.4% | $70,126+253.5% |
| Participation rate | 96.6% | 71.4%+25.2pp | 75.6%+20.9pp | 69.5%+27.0pp |
| Annual return | 16.64% | -40.16%+56.8pp | 4.60%+12.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $794 | $1,786-55.5% | $2,456-67.7% | $2,343-66.1% |
| Participant deferral / active EE | $5,260 | $2,823+86.3% | $3,548+48.3% | $3,332+57.9% |
| Admin fee / account holder | $2,381 | $4,236-43.8% | $5,417-56.1% | $4,645-48.8% |