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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 | $158,477 | $67,411+135.1% | $91,004+74.1% | $70,124+126.0% |
| Participation rate | 88.9% | 71.4%+17.5pp | 75.6%+13.3pp | 69.5%+19.3pp |
| Annual return | 14.30% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,433 | $1,786-19.8% | $2,456-41.6% | $2,342-38.8% |
| Participant deferral / active EE | $6,247 | $2,823+121.3% | $3,548+76.1% | $3,332+87.5% |
| Admin fee / account holder | $30,997 | $4,236+631.7% | $5,417+472.2% | $4,645+567.2% |