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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 | $89,147 | $45,079+97.8% | $69,461+28.3% | $72,983+22.1% |
| Participation rate | 96.4% | 68.5%+27.9pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 14.81% | 22.65%-7.8pp | 28.97%-14.2pp | 81.01%-66.2pp |
| Employer contribution / active EE | $2,195 | $2,055+6.8% | $2,779-21.0% | $2,440-10.0% |
| Participant deferral / active EE | $2,790 | $2,603+7.2% | $3,536-21.1% | $3,608-22.7% |
| Admin fee / account holder | $6,162 | $3,056+101.6% | $3,840+60.5% | $5,124+20.3% |