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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 | $95,520 | $78,707+21.4% | $117,861-19.0% | $70,126+36.2% |
| Participation rate | 97.3% | 73.2%+24.1pp | 79.7%+17.6pp | 69.5%+27.8pp |
| Annual return | 24.50% | 23.30%+1.2pp | 335.11%-310.6pp | 73.15%-48.7pp |
| Employer contribution / active EE | $1,805 | $2,223-18.8% | $3,786-52.3% | $2,343-23.0% |
| Participant deferral / active EE | $4,089 | $3,297+24.0% | $4,482-8.8% | $3,332+22.7% |
| Admin fee / account holder | $1,598 | $5,066-68.4% | $8,021-80.1% | $4,645-65.6% |