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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 | $109,717 | $67,411+62.8% | $91,004+20.6% | $70,126+56.5% |
| Participation rate | 92.2% | 71.4%+20.8pp | 75.6%+16.6pp | 69.5%+22.7pp |
| Annual return | 19.79% | -40.16%+60.0pp | 4.60%+15.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,278 | $1,786-28.5% | $2,456-48.0% | $2,343-45.5% |
| Participant deferral / active EE | $3,300 | $2,823+16.9% | $3,548-7.0% | $3,332-1.0% |
| Admin fee / account holder | $6,482 | $4,236+53.0% | $5,417+19.7% | $4,645+39.5% |