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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 | $110,190 | $67,411+63.5% | $91,004+21.1% | $70,131+57.1% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 13.80% | -40.16%+54.0pp | 4.60%+9.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,125 | $1,786+75.0% | $2,456+27.2% | $2,342+33.4% |
| Participant deferral / active EE | $8,612 | $2,823+205.1% | $3,548+142.8% | $3,332+158.5% |
| Admin fee / account holder | $11,504 | $4,236+171.6% | $5,417+112.4% | $4,645+147.6% |