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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 | $96,997 | $49,255+96.9% | $70,494+37.6% | $79,856+21.5% |
| Participation rate | 97.0% | 69.2%+27.8pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 15.54% | 30.10%-14.6pp | 109.16%-93.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,514 | $2,100-27.9% | $2,738-44.7% | $2,471-38.7% |
| Participant deferral / active EE | $1,864 | $2,768-32.6% | $3,711-49.8% | $3,741-50.2% |
| Admin fee / account holder | $1,354 | $2,879-53.0% | $3,848-64.8% | $5,306-74.5% |