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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 | $101,968 | $51,638+97.5% | $68,368+49.1% | $82,448+23.7% |
| Participation rate | 74.0% | 63.6%+10.4pp | 73.8%+0.2pp | 68.1%+5.9pp |
| Annual return | 14.82% | 37.53%-22.7pp | 292.57%-277.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,615 | $2,047-21.1% | $2,649-39.0% | $2,551-36.7% |
| Participant deferral / active EE | $4,888 | $2,914+67.8% | $4,123+18.6% | $4,139+18.1% |
| Admin fee / account holder | $7,571 | $4,643+63.0% | $5,150+47.0% | $7,234+4.7% |