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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 | $118,456 | $86,298+37.3% | $111,308+6.4% | $85,847+38.0% |
| Participation rate | 97.7% | 73.3%+24.4pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 11.95% | 19.99%-8.0pp | 54.67%-42.7pp | 318.61%-306.7pp |
| Employer contribution / active EE | $924 | $2,044-54.8% | $2,732-66.2% | $2,565-64.0% |
| Participant deferral / active EE | $6,793 | $3,641+86.6% | $4,487+51.4% | $3,952+71.9% |
| Admin fee / account holder | $4,012 | $8,189-51.0% | $7,965-49.6% | $6,261-35.9% |