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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 | $94,216 | $58,493+61.1% | $84,023+12.1% | $72,976+29.1% |
| Participation rate | 97.6% | 61.2%+36.4pp | 69.0%+28.6pp | 69.5%+28.2pp |
| Annual return | 21.00% | 28.93%-7.9pp | 71.32%-50.3pp | 81.02%-60.0pp |
| Employer contribution / active EE | $3,183 | $1,163+173.7% | $1,984+60.5% | $2,440+30.5% |
| Participant deferral / active EE | $4,044 | $2,394+68.9% | $3,239+24.8% | $3,608+12.1% |
| Admin fee / account holder | $10,314 | $4,569+125.8% | $6,102+69.0% | $5,124+101.3% |