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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 | $91,092 | $67,602+34.7% | $82,312+10.7% | $70,126+29.9% |
| Participation rate | 94.4% | 72.8%+21.7pp | 76.9%+17.6pp | 69.5%+24.9pp |
| Annual return | 13.75% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,374 | $1,755-21.7% | $2,428-43.4% | $2,343-41.4% |
| Participant deferral / active EE | $4,852 | $2,987+62.4% | $3,706+30.9% | $3,332+45.6% |
| Admin fee / account holder | $12,211 | $4,512+170.7% | $5,608+117.8% | $4,645+162.9% |