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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 | $172,056 | $67,411+155.2% | $91,004+89.1% | $70,126+145.4% |
| Participation rate | 92.6% | 71.4%+21.2pp | 75.6%+17.0pp | 69.5%+23.1pp |
| Annual return | 12.94% | -40.16%+53.1pp | 4.60%+8.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,319 | $1,786-26.2% | $2,456-46.3% | $2,343-43.7% |
| Participant deferral / active EE | $3,572 | $2,823+26.6% | $3,548+0.7% | $3,332+7.2% |
| Admin fee / account holder | $6,394 | $4,236+50.9% | $5,417+18.0% | $4,645+37.6% |