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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 | $99,454 | $78,707+26.4% | $117,861-15.6% | $70,126+41.8% |
| Participation rate | 98.2% | 73.2%+25.0pp | 79.7%+18.5pp | 69.5%+28.7pp |
| Annual return | 24.14% | 23.30%+0.8pp | 335.11%-311.0pp | 73.15%-49.0pp |
| Employer contribution / active EE | $1,913 | $2,223-13.9% | $3,786-49.5% | $2,343-18.3% |
| Participant deferral / active EE | $4,445 | $3,297+34.8% | $4,482-0.8% | $3,332+33.4% |
| Admin fee / account holder | $936 | $5,066-81.5% | $8,021-88.3% | $4,645-79.9% |