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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 | $113,413 | $67,411+68.2% | $91,004+24.6% | $70,126+61.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.28% | -40.16%+58.4pp | 4.60%+13.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $899 | $1,786-49.6% | $2,456-63.4% | $2,343-61.6% |
| Participant deferral / active EE | $4,477 | $2,823+58.6% | $3,548+26.2% | $3,332+34.4% |
| Admin fee / account holder | $9,301 | $4,236+119.6% | $5,417+71.7% | $4,645+100.2% |