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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 | $115,778 | $67,411+71.8% | $91,004+27.2% | $70,126+65.1% |
| Participation rate | 95.6% | 71.4%+24.2pp | 75.6%+20.0pp | 69.5%+26.0pp |
| Annual return | 16.83% | -40.16%+57.0pp | 4.60%+12.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $6,996 | $1,786+291.7% | $2,456+184.9% | $2,343+198.6% |
| Participant deferral / active EE | $5,217 | $2,823+84.8% | $3,548+47.1% | $3,332+56.6% |
| Admin fee / account holder | $3,099 | $4,236-26.8% | $5,417-42.8% | $4,645-33.3% |