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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 | $97,975 | $54,757+78.9% | $90,287+8.5% | $72,986+34.2% |
| Participation rate | 95.7% | 65.1%+30.6pp | 73.3%+22.5pp | 69.5%+26.3pp |
| Annual return | 16.69% | 30.63%-13.9pp | 78.10%-61.4pp | 81.01%-64.3pp |
| Employer contribution / active EE | $2,052 | $2,092-1.9% | $2,855-28.1% | $2,440-15.9% |
| Participant deferral / active EE | $4,140 | $2,887+43.4% | $3,885+6.6% | $3,607+14.8% |
| Admin fee / account holder | $1,437 | $3,972-63.8% | $5,351-73.2% | $5,124-72.0% |