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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 | $92,945 | $67,411+37.9% | $91,004+2.1% | $70,126+32.5% |
| Participation rate | 95.0% | 71.4%+23.6pp | 75.6%+19.4pp | 69.5%+25.5pp |
| Annual return | 15.42% | -40.16%+55.6pp | 4.60%+10.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $5,485 | $1,786+207.1% | $2,456+123.4% | $2,343+134.2% |
| Participant deferral / active EE | $4,822 | $2,823+70.8% | $3,548+35.9% | $3,332+44.7% |
| Admin fee / account holder | $2,070 | $4,236-51.1% | $5,417-61.8% | $4,645-55.4% |