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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 | $116,236 | $67,411+72.4% | $91,004+27.7% | $70,126+65.8% |
| Participation rate | 82.8% | 71.4%+11.4pp | 75.6%+7.2pp | 69.5%+13.2pp |
| Annual return | 18.98% | -40.16%+59.1pp | 4.60%+14.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,266 | $1,786-29.1% | $2,456-48.4% | $2,343-46.0% |
| Participant deferral / active EE | $6,334 | $2,823+124.4% | $3,548+78.5% | $3,332+90.1% |
| Admin fee / account holder | $10,153 | $4,236+139.7% | $5,417+87.4% | $4,645+118.6% |