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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 | $97,646 | $48,078+103.1% | $78,676+24.1% | $62,881+55.3% |
| Participation rate | 96.2% | 65.2%+30.9pp | 73.6%+22.6pp | 69.3%+26.8pp |
| Annual return | 5.83% | 31.36%-25.5pp | 62.19%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,824 | $2,015-9.5% | $2,850-36.0% | $2,281-20.0% |
| Participant deferral / active EE | $2,154 | $2,587-16.7% | $3,517-38.7% | $3,203-32.7% |
| Admin fee / account holder | $3,919 | $3,206+22.2% | $4,510-13.1% | $4,296-8.8% |