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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 | $144,905 | $67,411+115.0% | $91,004+59.2% | $70,126+106.6% |
| Participation rate | 70.6% | 71.4%-0.8pp | 75.6%-5.0pp | 69.5%+1.0pp |
| Annual return | 18.57% | -40.16%+58.7pp | 4.60%+14.0pp | 73.15%-54.6pp |
| Employer contribution / active EE | $2,040 | $1,786+14.2% | $2,456-16.9% | $2,343-12.9% |
| Participant deferral / active EE | $4,573 | $2,823+62.0% | $3,548+28.9% | $3,332+37.2% |
| Admin fee / account holder | $2,270 | $4,236-46.4% | $5,417-58.1% | $4,645-51.1% |