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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 | $98,756 | $56,287+75.5% | $80,977+22.0% | $62,881+57.1% |
| Participation rate | 97.2% | 68.9%+28.2pp | 75.8%+21.4pp | 69.3%+27.9pp |
| Annual return | 11.47% | 22.13%-10.7pp | 17.11%-5.6pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,022 | $1,943-47.4% | $3,715-72.5% | $2,281-55.2% |
| Participant deferral / active EE | $2,892 | $4,196-31.1% | $5,696-49.2% | $3,203-9.7% |
| Admin fee / account holder | $6,883 | $3,742+83.9% | $5,517+24.8% | $4,296+60.2% |