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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 | $98,393 | $70,418+39.7% | $96,570+1.9% | $85,847+14.6% |
| Participation rate | 94.0% | 61.8%+32.2pp | 69.8%+24.2pp | 69.3%+24.7pp |
| Annual return | 20.76% | 18.59%+2.2pp | 37.79%-17.0pp | 318.61%-297.8pp |
| Employer contribution / active EE | $7,756 | $1,413+448.8% | $2,357+229.0% | $2,565+202.3% |
| Participant deferral / active EE | $6,950 | $2,894+140.2% | $3,849+80.6% | $3,952+75.9% |
| Admin fee / account holder | $4,190 | $4,995-16.1% | $6,182-32.2% | $6,261-33.1% |