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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 | $133,468 | $67,411+98.0% | $91,004+46.7% | $70,126+90.3% |
| Participation rate | 88.6% | 71.4%+17.2pp | 75.6%+13.0pp | 69.5%+19.1pp |
| Annual return | 17.87% | -40.16%+58.0pp | 4.60%+13.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,533 | $1,786-14.1% | $2,456-37.6% | $2,343-34.5% |
| Participant deferral / active EE | $4,351 | $2,823+54.2% | $3,548+22.7% | $3,332+30.6% |
| Admin fee / account holder | $1,240 | $4,236-70.7% | $5,417-77.1% | $4,645-73.3% |