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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 | $98,798 | $80,983+22.0% | $96,544+2.3% | $75,177+31.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.67% | 27.05%-4.4pp | 25.88%-3.2pp | 160.75%-138.1pp |
| Employer contribution / active EE | $1,188 | $2,282-48.0% | $2,966-60.0% | $2,671-55.5% |
| Participant deferral / active EE | $3,504 | $3,929-10.8% | $4,851-27.8% | $4,126-15.1% |
| Admin fee / account holder | $4,871 | $6,717-27.5% | $8,254-41.0% | $5,651-13.8% |