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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 | $92,937 | $67,411+37.9% | $91,004+2.1% | $70,124+32.5% |
| Participation rate | 96.4% | 71.4%+25.0pp | 75.6%+20.8pp | 69.5%+26.8pp |
| Annual return | 19.88% | -40.16%+60.0pp | 4.60%+15.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,074 | $1,786+16.1% | $2,456-15.5% | $2,342-11.4% |
| Participant deferral / active EE | $4,079 | $2,823+44.5% | $3,548+15.0% | $3,332+22.4% |
| Admin fee / account holder | $1,322 | $4,236-68.8% | $5,417-75.6% | $4,645-71.5% |