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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 | $94,979 | $57,828+64.2% | $117,039-18.8% | $70,126+35.4% |
| Participation rate | 96.3% | 67.1%+29.2pp | 77.2%+19.1pp | 69.5%+26.8pp |
| Annual return | 12.27% | 17.55%-5.3pp | 18.95%-6.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $2,037 | $1,816+12.2% | $3,785-46.2% | $2,343-13.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,447 | $3,548+138.1% | $5,974+41.4% | $4,645+81.8% |