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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 | $82,385 | $67,411+22.2% | $91,004-9.5% | $70,126+17.5% |
| Participation rate | 91.7% | 71.4%+20.3pp | 75.6%+16.1pp | 69.5%+22.1pp |
| Annual return | 14.11% | -40.16%+54.3pp | 4.60%+9.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $3,931 | $1,786+120.1% | $2,456+60.1% | $2,343+67.8% |
| Participant deferral / active EE | $3,870 | $2,823+37.1% | $3,548+9.1% | $3,332+16.1% |
| Admin fee / account holder | $1,134 | $4,236-73.2% | $5,417-79.1% | $4,645-75.6% |