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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 | $98,971 | $75,807+30.6% | $116,096-14.8% | $86,983+13.8% |
| Participation rate | 92.6% | 66.9%+25.7pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 19.10% | 18.57%+0.5pp | 326.25%-307.1pp | 25.83%-6.7pp |
| Employer contribution / active EE | $3,704 | $1,892+95.7% | $2,503+47.9% | $2,584+43.3% |
| Participant deferral / active EE | $1,896 | $3,212-41.0% | $3,952-52.0% | $4,194-54.8% |
| Admin fee / account holder | $1,614 | $6,659-75.8% | $7,704-79.1% | $7,856-79.5% |