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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 | $86,010 | $70,435+22.1% | $96,575-10.9% | $85,856+0.2% |
| Participation rate | 98.3% | 61.8%+36.5pp | 69.8%+28.5pp | 69.3%+29.0pp |
| Annual return | 15.69% | 18.59%-2.9pp | 37.79%-22.1pp | 318.58%-302.9pp |
| Employer contribution / active EE | $2,155 | $1,413+52.5% | $2,357-8.6% | $2,565-16.0% |
| Participant deferral / active EE | $3,062 | $2,894+5.8% | $3,849-20.4% | $3,952-22.5% |
| Admin fee / account holder | $3,669 | $4,997-26.6% | $6,182-40.7% | $6,261-41.4% |