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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 | $141,355 | $67,411+109.7% | $91,004+55.3% | $70,126+101.6% |
| Participation rate | 72.9% | 71.4%+1.6pp | 75.6%-2.7pp | 69.5%+3.4pp |
| Annual return | 15.88% | -40.16%+56.0pp | 4.60%+11.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $540 | $1,786-69.8% | $2,456-78.0% | $2,343-76.9% |
| Participant deferral / active EE | $3,840 | $2,823+36.0% | $3,548+8.2% | $3,332+15.3% |
| Admin fee / account holder | $21,819 | $4,236+415.1% | $5,417+302.8% | $4,645+369.7% |