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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 | $92,915 | $48,314+92.3% | $67,561+37.5% | $80,925+14.8% |
| Participation rate | 77.8% | 66.4%+11.4pp | 72.9%+4.9pp | 67.7%+10.1pp |
| Annual return | 13.91% | 18.28%-4.4pp | 3525.44%-3511.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,706 | $2,022-15.6% | $2,735-37.6% | $2,756-38.1% |
| Participant deferral / active EE | $5,089 | $2,927+73.9% | $4,003+27.1% | $4,299+18.4% |
| Admin fee / account holder | $4,374 | $3,690+18.6% | $4,006+9.2% | $6,940-37.0% |