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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 | $78,188 | $67,411+16.0% | $91,004-14.1% | $70,126+11.5% |
| Participation rate | 98.0% | 71.4%+26.6pp | 75.6%+22.4pp | 69.5%+28.5pp |
| Annual return | 14.79% | -40.16%+55.0pp | 4.60%+10.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,227 | $1,786+24.7% | $2,456-9.3% | $2,343-4.9% |
| Participant deferral / active EE | $4,059 | $2,823+43.8% | $3,548+14.4% | $3,332+21.8% |
| Admin fee / account holder | $12,166 | $4,236+187.2% | $5,417+124.6% | $4,645+161.9% |