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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 | $101,962 | $71,197+43.2% | $93,669+8.9% | $80,925+26.0% |
| Participation rate | 92.3% | 60.4%+31.9pp | 68.7%+23.6pp | 67.7%+24.6pp |
| Annual return | 13.43% | 11.27%+2.2pp | 133.59%-120.2pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,638 | $1,565+68.6% | $2,424+8.9% | $2,756-4.3% |
| Participant deferral / active EE | $6,488 | $4,036+60.8% | $4,416+46.9% | $4,299+50.9% |
| Admin fee / account holder | $4,346 | $6,959-37.5% | $8,291-47.6% | $6,940-37.4% |