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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 | $86,739 | $58,099+49.3% | $76,872+12.8% | $75,173+15.4% |
| Participation rate | 96.0% | 63.9%+32.1pp | 69.6%+26.4pp | 67.2%+28.8pp |
| Annual return | 18.59% | 26.71%-8.1pp | 37.90%-19.3pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,359 | $1,996-31.9% | $2,533-46.4% | $2,671-49.1% |
| Participant deferral / active EE | $6,100 | $2,999+103.4% | $3,832+59.2% | $4,126+47.8% |
| Admin fee / account holder | $1,128 | $4,778-76.4% | $5,476-79.4% | $5,651-80.0% |