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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 | $104,836 | $76,383+37.2% | $121,663-13.8% | $64,340+62.9% |
| Participation rate | 91.2% | 60.4%+30.8pp | 74.5%+16.7pp | 55.2%+36.0pp |
| Annual return | 15.10% | 16.98%-1.9pp | 147.54%-132.4pp | 24.14%-9.0pp |
| Employer contribution / active EE | $1,519 | $1,943-21.8% | $3,020-49.7% | $1,862-18.4% |
| Participant deferral / active EE | $6,109 | $3,149+94.0% | $4,887+25.0% | $2,980+105.0% |
| Admin fee / account holder | $2,722 | $4,142-34.3% | $14,289-80.9% | $3,703-26.5% |