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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 | $118,879 | $87,059+36.5% | $105,608+12.6% | $80,925+46.9% |
| Participation rate | 97.5% | 70.4%+27.1pp | 75.3%+22.2pp | 67.7%+29.8pp |
| Annual return | 11.33% | 17.05%-5.7pp | 116.50%-105.2pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,891 | $2,396-21.1% | $3,167-40.3% | $2,756-31.4% |
| Participant deferral / active EE | $6,173 | $3,986+54.9% | $5,010+23.2% | $4,299+43.6% |
| Admin fee / account holder | $2,169 | $8,443-74.3% | $11,028-80.3% | $6,940-68.8% |