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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 | $117,045 | $67,411+73.6% | $91,004+28.6% | $70,124+66.9% |
| Participation rate | 97.2% | 71.4%+25.8pp | 75.6%+21.6pp | 69.5%+27.6pp |
| Annual return | 14.80% | -40.16%+55.0pp | 4.60%+10.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,238 | $1,786+25.3% | $2,456-8.9% | $2,342-4.5% |
| Participant deferral / active EE | $2,451 | $2,823-13.2% | $3,548-30.9% | $3,332-26.4% |
| Admin fee / account holder | $9,499 | $4,236+124.2% | $5,417+75.3% | $4,645+104.5% |