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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 | $97,830 | $79,955+22.4% | $98,461-0.6% | $75,173+30.1% |
| Participation rate | 81.3% | 70.4%+10.9pp | 75.2%+6.1pp | 67.2%+14.0pp |
| Annual return | 15.46% | 19.75%-4.3pp | 21.17%-5.7pp | 160.72%-145.3pp |
| Employer contribution / active EE | $631 | $2,264-72.1% | $3,049-79.3% | $2,671-76.4% |
| Participant deferral / active EE | $3,424 | $3,752-8.7% | $4,738-27.7% | $4,126-17.0% |
| Admin fee / account holder | $19,763 | $6,841+188.9% | $8,961+120.6% | $5,651+249.8% |