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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 | $100,452 | $72,177+39.2% | $115,038-12.7% | $59,633+68.5% |
| Participation rate | 98.5% | 72.6%+25.9pp | 81.4%+17.1pp | 68.7%+29.8pp |
| Annual return | 1.93% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $3,201 | $2,841+12.7% | $4,608-30.5% | $2,203+45.3% |
| Participant deferral / active EE | $5,740 | $4,783+20.0% | $6,026-4.7% | $3,192+79.9% |
| Admin fee / account holder | $10,421 | $4,927+111.5% | $8,175+27.5% | $4,297+142.5% |