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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 | $71,057+31.7% | $93,654-0.1% | $80,874+15.7% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.6%+30.2pp |
| Annual return | 13.57% | 11.26%+2.3pp | 133.34%-119.8pp | 35.62%-22.0pp |
| Employer contribution / active EE | $4,786 | $1,564+206.0% | $2,421+97.7% | $2,756+73.7% |
| Participant deferral / active EE | $2,826 | $4,034-30.0% | $4,413-36.0% | $4,297-34.2% |
| Admin fee / account holder | $2,919 | $6,944-58.0% | $8,282-64.8% | $6,935-57.9% |