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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 | $79,096 | $87,059-9.1% | $105,608-25.1% | $80,925-2.3% |
| Participation rate | 95.7% | 70.4%+25.2pp | 75.3%+20.4pp | 67.7%+28.0pp |
| Annual return | 15.14% | 17.05%-1.9pp | 116.50%-101.4pp | 35.65%-20.5pp |
| Employer contribution / active EE | $5,203 | $2,396+117.1% | $3,167+64.3% | $2,756+88.8% |
| Participant deferral / active EE | $6,295 | $3,986+57.9% | $5,010+25.7% | $4,299+46.4% |
| Admin fee / account holder | $4,429 | $8,443-47.5% | $11,028-59.8% | $6,940-36.2% |