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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 | $96,841 | $55,889+73.3% | $76,119+27.2% | $80,935+19.7% |
| Participation rate | 90.6% | 62.1%+28.6pp | 69.1%+21.6pp | 67.7%+23.0pp |
| Annual return | 15.20% | 20.58%-5.4pp | 361.25%-346.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,163 | $1,866-37.7% | $2,693-56.8% | $2,757-57.8% |
| Participant deferral / active EE | $6,088 | $3,051+99.5% | $4,259+42.9% | $4,299+41.6% |
| Admin fee / account holder | $4,565 | $5,241-12.9% | $6,421-28.9% | $6,924-34.1% |