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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 | $99,524 | $67,411+47.6% | $91,004+9.4% | $70,126+41.9% |
| Participation rate | 70.6% | 71.4%-0.8pp | 75.6%-5.0pp | 69.5%+1.0pp |
| Annual return | 14.28% | -40.16%+54.4pp | 4.60%+9.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,757 | $1,786-1.6% | $2,456-28.4% | $2,343-25.0% |
| Participant deferral / active EE | $4,338 | $2,823+53.7% | $3,548+22.3% | $3,332+30.2% |
| Admin fee / account holder | $9,978 | $4,236+135.5% | $5,417+84.2% | $4,645+114.8% |