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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 | $92,077 | $47,848+92.4% | $81,473+13.0% | $70,126+31.3% |
| Participation rate | 97.9% | 58.3%+39.6pp | 68.0%+30.0pp | 69.5%+28.4pp |
| Annual return | 16.72% | 27.25%-10.5pp | 38.78%-22.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,563 | $1,527+2.3% | $2,568-39.2% | $2,343-33.3% |
| Participant deferral / active EE | $5,319 | $2,453+116.8% | $3,537+50.4% | $3,332+59.6% |
| Admin fee / account holder | $767 | $3,145-75.6% | $4,561-83.2% | $4,645-83.5% |