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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 | $100,750 | $67,411+49.5% | $91,004+10.7% | $70,126+43.7% |
| Participation rate | 87.0% | 71.4%+15.6pp | 75.6%+11.4pp | 69.5%+17.5pp |
| Annual return | 13.18% | -40.16%+53.3pp | 4.60%+8.6pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,874 | $1,786+60.9% | $2,456+17.0% | $2,343+22.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,031 | $4,236-28.4% | $5,417-44.1% | $4,645-34.8% |