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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 | $81,822 | $72,177+13.4% | $115,038-28.9% | $59,633+37.2% |
| Participation rate | 96.4% | 72.6%+23.8pp | 81.4%+15.0pp | 68.7%+27.7pp |
| Annual return | 3.27% | 12.02%-8.7pp | 26.14%-22.9pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $8,474 | $2,841+198.3% | $4,608+83.9% | $2,203+284.7% |
| Participant deferral / active EE | $8,010 | $4,783+67.5% | $6,026+32.9% | $3,192+151.0% |
| Admin fee / account holder | $5,456 | $4,927+10.7% | $8,175-33.3% | $4,297+27.0% |