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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 | $92,839 | $73,787+25.8% | $98,716-6.0% | $82,448+12.6% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.3%+18.7pp | 68.1%+19.9pp |
| Annual return | 19.55% | 18.57%+1.0pp | 31.81%-12.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $7,000 | $1,511+363.2% | $2,279+207.2% | $2,551+174.4% |
| Participant deferral / active EE | $4,019 | $3,081+30.4% | $4,048-0.7% | $4,139-2.9% |
| Admin fee / account holder | $317 | $6,500-95.1% | $8,703-96.4% | $7,234-95.6% |