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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 | $115,445 | $67,411+71.3% | $91,004+26.9% | $70,126+64.6% |
| Participation rate | 77.1% | 71.4%+5.7pp | 75.6%+1.5pp | 69.5%+7.5pp |
| Annual return | 14.02% | -40.16%+54.2pp | 4.60%+9.4pp | 73.15%-59.1pp |
| Employer contribution / active EE | $887 | $1,786-50.4% | $2,456-63.9% | $2,343-62.1% |
| Participant deferral / active EE | $3,132 | $2,823+10.9% | $3,548-11.7% | $3,332-6.0% |
| Admin fee / account holder | $1,418 | $4,236-66.5% | $5,417-73.8% | $4,645-69.5% |