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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 | $103,761 | $78,423+32.3% | $95,964+8.1% | $79,856+29.9% |
| Participation rate | 96.5% | 73.5%+23.0pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 14.81% | 19.37%-4.6pp | 91.64%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,010 | $1,945-48.1% | $2,541-60.3% | $2,471-59.1% |
| Participant deferral / active EE | $6,948 | $3,440+102.0% | $4,167+66.8% | $3,741+85.7% |
| Admin fee / account holder | $5,801 | $5,622+3.2% | $6,797-14.7% | $5,306+9.3% |