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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 | $77,774 | $84,236-7.7% | $170,435-54.4% | $70,126+10.9% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 19.21% | 23.06%-3.9pp | 205.94%-186.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $4,892 | $3,387+44.4% | $5,432-9.9% | $2,343+108.8% |
| Participant deferral / active EE | $5,103 | $3,086+65.4% | $4,939+3.3% | $3,332+53.2% |
| Admin fee / account holder | $13,353 | $5,698+134.3% | $13,881-3.8% | $4,645+187.4% |