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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 | $92,835 | $62,166+49.3% | $81,286+14.2% | $74,429+24.7% |
| Participation rate | 82.2% | 64.1%+18.2pp | 69.5%+12.7pp | 67.2%+15.0pp |
| Annual return | 15.93% | 16.50%-0.6pp | 24.80%-8.9pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $1,639 | $1,881-12.9% | $2,463-33.5% | $2,625-37.6% |
| Participant deferral / active EE | $6,861 | $3,223+112.9% | $3,883+76.7% | $4,348+57.8% |
| Admin fee / account holder | $3,039 | $1,925+57.9% | $5,764-47.3% | $1,944+56.3% |