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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 | $93,303 | $45,041+107.2% | $63,003+48.1% | $70,131+33.0% |
| Participation rate | 97.3% | 69.5%+27.8pp | 74.8%+22.5pp | 69.5%+27.8pp |
| Annual return | 15.02% | 18.76%-3.7pp | 87.59%-72.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,111 | $2,052+2.9% | $2,760-23.5% | $2,342-9.9% |
| Participant deferral / active EE | $3,010 | $2,465+22.1% | $3,329-9.6% | $3,332-9.7% |
| Admin fee / account holder | $4,966 | $2,836+75.2% | $3,600+38.0% | $4,645+6.9% |