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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 | $97,634 | $71,230+37.1% | $93,727+4.2% | $80,959+20.6% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.7%+30.5pp |
| Annual return | 14.87% | 11.26%+3.6pp | 133.83%-119.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $6,042 | $1,565+286.0% | $2,421+149.5% | $2,757+119.1% |
| Participant deferral / active EE | $8,275 | $4,037+105.0% | $4,417+87.3% | $4,300+92.4% |
| Admin fee / account holder | $3,625 | $6,961-47.9% | $8,292-56.3% | $6,925-47.7% |