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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 | $107,330 | $67,411+59.2% | $91,004+17.9% | $70,126+53.1% |
| Participation rate | 85.2% | 71.4%+13.9pp | 75.6%+9.6pp | 69.5%+15.7pp |
| Annual return | 13.46% | -40.16%+53.6pp | 4.60%+8.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $434 | $1,786-75.7% | $2,456-82.3% | $2,343-81.5% |
| Participant deferral / active EE | $5,382 | $2,823+90.7% | $3,548+51.7% | $3,332+61.5% |
| Admin fee / account holder | $6,471 | $4,236+52.8% | $5,417+19.5% | $4,645+39.3% |