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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 | $89,826 | $73,978+21.4% | $96,515-6.9% | $75,173+19.5% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 19.32% | 26.72%-7.4pp | 35.73%-16.4pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,854 | $2,931-36.7% | $3,740-50.4% | $2,671-30.6% |
| Participant deferral / active EE | $5,653 | $3,660+54.4% | $4,880+15.8% | $4,126+37.0% |
| Admin fee / account holder | $15,963 | $5,219+205.9% | $6,735+137.0% | $5,651+182.5% |