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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 | $97,967 | $78,672+24.5% | $109,163-10.3% | $85,856+14.1% |
| Participation rate | 96.5% | 68.3%+28.2pp | 75.9%+20.6pp | 69.3%+27.2pp |
| Annual return | 16.82% | 25.09%-8.3pp | 25.75%-8.9pp | 318.58%-301.8pp |
| Employer contribution / active EE | $5,484 | $2,734+100.6% | $3,723+47.3% | $2,565+113.8% |
| Participant deferral / active EE | $4,304 | $3,467+24.1% | $4,654-7.5% | $3,952+8.9% |
| Admin fee / account holder | $1,093 | $5,470-80.0% | $6,754-83.8% | $6,261-82.5% |