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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 | $94,994 | $83,485+13.8% | $125,195-24.1% | $72,976+30.2% |
| Participation rate | 97.0% | 73.3%+23.7pp | 79.8%+17.2pp | 69.5%+27.5pp |
| Annual return | 21.46% | 25.77%-4.3pp | 43.79%-22.3pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,056 | $2,346-55.0% | $3,866-72.7% | $2,440-56.7% |
| Participant deferral / active EE | $5,597 | $3,586+56.1% | $4,937+13.4% | $3,608+55.2% |
| Admin fee / account holder | $10,729 | $5,518+94.4% | $9,704+10.6% | $5,124+109.4% |