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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 | $98,533 | $76,551+28.7% | $123,894-20.5% | $62,881+56.7% |
| Participation rate | 95.8% | 73.0%+22.9pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 7.90% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,983 | $2,882-31.2% | $4,617-57.1% | $2,281-13.1% |
| Participant deferral / active EE | $5,529 | $4,840+14.2% | $5,984-7.6% | $3,203+72.6% |
| Admin fee / account holder | $12,509 | $4,826+159.2% | $8,357+49.7% | $4,296+191.2% |