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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 | $89,293 | $50,554+76.6% | $67,681+31.9% | $87,485+2.1% |
| Participation rate | 97.0% | 67.7%+29.3pp | 73.7%+23.2pp | 68.9%+28.0pp |
| Annual return | 14.84% | 17.81%-3.0pp | 590.58%-575.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,130 | $1,988-43.2% | $2,678-57.8% | $2,596-56.5% |
| Participant deferral / active EE | $4,709 | $2,961+59.0% | $3,976+18.5% | $4,274+10.2% |
| Admin fee / account holder | $7,176 | $4,132+73.7% | $6,100+17.6% | $7,775-7.7% |