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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 | $97,699 | $67,411+44.9% | $91,004+7.4% | $70,126+39.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.16% | -40.16%+55.3pp | 4.60%+10.6pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,482 | $1,786-17.0% | $2,456-39.7% | $2,343-36.8% |
| Participant deferral / active EE | $2,138 | $2,823-24.2% | $3,548-39.7% | $3,332-35.8% |
| Admin fee / account holder | $2,889 | $4,236-31.8% | $5,417-46.7% | $4,645-37.8% |