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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 | $83,951 | $46,877+79.1% | $122,354-31.4% | $70,126+19.7% |
| Participation rate | 90.1% | 58.2%+31.9pp | 71.6%+18.5pp | 69.5%+20.6pp |
| Annual return | 16.48% | 24.22%-7.7pp | 30.28%-13.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,612 | $1,288+25.1% | $4,051-60.2% | $2,343-31.2% |
| Participant deferral / active EE | $4,000 | $2,167+84.5% | $3,287+21.7% | $3,332+20.0% |
| Admin fee / account holder | $2,800 | $3,324-15.8% | $5,479-48.9% | $4,645-39.7% |