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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 | $98,613 | $84,236+17.1% | $170,435-42.1% | $70,126+40.6% |
| Participation rate | 98.9% | 70.8%+28.0pp | 83.6%+15.3pp | 69.5%+29.3pp |
| Annual return | 22.32% | 23.06%-0.7pp | 205.94%-183.6pp | 73.15%-50.8pp |
| Employer contribution / active EE | $2,347 | $3,387-30.7% | $5,432-56.8% | $2,343+0.2% |
| Participant deferral / active EE | $5,750 | $3,086+86.3% | $4,939+16.4% | $3,332+72.6% |
| Admin fee / account holder | $5,955 | $5,698+4.5% | $13,881-57.1% | $4,645+28.2% |