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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 | $110,175 | $54,763+101.2% | $90,324+22.0% | $72,976+51.0% |
| Participation rate | 98.8% | 65.2%+33.6pp | 73.3%+25.5pp | 69.5%+29.3pp |
| Annual return | 20.85% | 30.63%-9.8pp | 78.15%-57.3pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,076 | $2,093-48.6% | $2,856-62.3% | $2,440-55.9% |
| Participant deferral / active EE | $5,502 | $2,887+90.6% | $3,885+41.6% | $3,608+52.5% |
| Admin fee / account holder | $3,991 | $3,973+0.4% | $5,356-25.5% | $5,124-22.1% |