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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 | $84,146 | $67,411+24.8% | $91,004-7.5% | $70,126+20.0% |
| Participation rate | 92.4% | 71.4%+21.0pp | 75.6%+16.8pp | 69.5%+22.9pp |
| Annual return | 18.38% | -40.16%+58.5pp | 4.60%+13.8pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,403 | $1,786-21.4% | $2,456-42.8% | $2,343-40.1% |
| Participant deferral / active EE | $4,647 | $2,823+64.6% | $3,548+31.0% | $3,332+39.5% |
| Admin fee / account holder | $3,877 | $4,236-8.5% | $5,417-28.4% | $4,645-16.5% |