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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 | $138,022 | $67,411+104.7% | $91,004+51.7% | $70,126+96.8% |
| Participation rate | 94.2% | 71.4%+22.8pp | 75.6%+18.6pp | 69.5%+24.7pp |
| Annual return | 16.12% | -40.16%+56.3pp | 4.60%+11.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $3,646 | $1,786+104.1% | $2,456+48.5% | $2,343+55.6% |
| Participant deferral / active EE | $3,026 | $2,823+7.2% | $3,548-14.7% | $3,332-9.2% |
| Admin fee / account holder | $11,760 | $4,236+177.6% | $5,417+117.1% | $4,645+153.1% |