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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 | $94,736 | $59,839+58.3% | $81,991+15.5% | $79,852+18.6% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.3%+19.6pp | 69.6%+19.3pp |
| Annual return | 10.99% | 17.56%-6.6pp | 41.31%-30.3pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,410 | $1,713-17.7% | $2,498-43.6% | $2,471-42.9% |
| Participant deferral / active EE | $3,350 | $2,695+24.3% | $3,722-10.0% | $3,740-10.4% |
| Admin fee / account holder | $10,263 | $4,287+139.4% | $5,665+81.2% | $5,306+93.4% |