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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 | $122,328 | $67,411+81.5% | $91,004+34.4% | $70,126+74.4% |
| Participation rate | 87.2% | 71.4%+15.8pp | 75.6%+11.6pp | 69.5%+17.7pp |
| Annual return | 14.57% | -40.16%+54.7pp | 4.60%+10.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,423 | $1,786-20.3% | $2,456-42.1% | $2,343-39.3% |
| Participant deferral / active EE | $3,753 | $2,823+32.9% | $3,548+5.8% | $3,332+12.6% |
| Admin fee / account holder | $7,920 | $4,236+86.9% | $5,417+46.2% | $4,645+70.5% |