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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 | $196,105 | $81,870+139.5% | $119,608+64.0% | $68,495+186.3% |
| Participation rate | 98.1% | 71.9%+26.2pp | 79.3%+18.8pp | 67.9%+30.2pp |
| Annual return | 6.82% | -23.82%+30.6pp | -14.98%+21.8pp | -7.84%+14.7pp |
| Employer contribution / active EE | $5,946 | $2,692+120.9% | $4,232+40.5% | $2,596+129.0% |
| Participant deferral / active EE | $5,976 | $4,148+44.1% | $5,601+6.7% | $4,028+48.4% |
| Admin fee / account holder | $11,430 | $6,583+73.6% | $10,326+10.7% | $5,403+111.5% |