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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 | $93,592 | $71,197+31.5% | $93,669-0.1% | $80,925+15.7% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.7%+30.2pp |
| Annual return | 13.57% | 11.27%+2.3pp | 133.59%-120.0pp | 35.65%-22.1pp |
| Employer contribution / active EE | $4,786 | $1,565+205.9% | $2,424+97.5% | $2,756+73.6% |
| Participant deferral / active EE | $2,826 | $4,036-30.0% | $4,416-36.0% | $4,299-34.3% |
| Admin fee / account holder | $2,919 | $6,959-58.0% | $8,291-64.8% | $6,940-57.9% |