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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 | $103,976 | $67,411+54.2% | $91,004+14.3% | $70,124+48.3% |
| Participation rate | 84.4% | 71.4%+13.0pp | 75.6%+8.8pp | 69.5%+14.8pp |
| Annual return | 19.87% | -40.16%+60.0pp | 4.60%+15.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,508 | $1,786-15.6% | $2,456-38.6% | $2,342-35.6% |
| Participant deferral / active EE | $4,357 | $2,823+54.3% | $3,548+22.8% | $3,332+30.8% |
| Admin fee / account holder | $664 | $4,236-84.3% | $5,417-87.7% | $4,645-85.7% |