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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 | $98,604 | $71,215+38.5% | $93,696+5.2% | $80,935+21.8% |
| Participation rate | 87.7% | 60.4%+27.3pp | 68.7%+19.0pp | 67.7%+20.1pp |
| Annual return | 12.61% | 11.27%+1.3pp | 133.74%-121.1pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,170 | $1,565-25.3% | $2,422-51.7% | $2,757-57.6% |
| Participant deferral / active EE | $3,272 | $4,037-18.9% | $4,417-25.9% | $4,299-23.9% |
| Admin fee / account holder | $3,842 | $6,958-44.8% | $8,287-53.6% | $6,924-44.5% |