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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 | $89,696 | $67,411+33.1% | $91,004-1.4% | $70,126+27.9% |
| Participation rate | 96.7% | 71.4%+25.3pp | 75.6%+21.1pp | 69.5%+27.1pp |
| Annual return | 17.93% | -40.16%+58.1pp | 4.60%+13.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $826 | $1,786-53.8% | $2,456-66.4% | $2,343-64.7% |
| Participant deferral / active EE | $4,770 | $2,823+69.0% | $3,548+34.5% | $3,332+43.2% |
| Admin fee / account holder | $11,169 | $4,236+163.7% | $5,417+106.2% | $4,645+140.4% |