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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 | $92,412 | $54,541+69.4% | $78,778+17.3% | $70,126+31.8% |
| Participation rate | 98.6% | 60.8%+37.8pp | 69.2%+29.4pp | 69.5%+29.1pp |
| Annual return | 18.90% | 21.07%-2.2pp | 35.62%-16.7pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,762 | $1,089+61.9% | $1,986-11.3% | $2,343-24.8% |
| Participant deferral / active EE | $3,132 | $2,210+41.7% | $2,958+5.9% | $3,332-6.0% |
| Admin fee / account holder | $2,432 | $3,709-34.4% | $5,134-52.6% | $4,645-47.6% |