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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 | $92,968 | $67,411+37.9% | $91,004+2.2% | $70,126+32.6% |
| Participation rate | 87.5% | 71.4%+16.1pp | 75.6%+11.9pp | 69.5%+18.0pp |
| Annual return | 13.94% | -40.16%+54.1pp | 4.60%+9.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $502 | $1,786-71.9% | $2,456-79.6% | $2,343-78.6% |
| Participant deferral / active EE | $3,739 | $2,823+32.5% | $3,548+5.4% | $3,332+12.2% |
| Admin fee / account holder | $15,152 | $4,236+257.7% | $5,417+179.7% | $4,645+226.2% |