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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 | $92,889 | $56,054+65.7% | $171,082-45.7% | $62,881+47.7% |
| Participation rate | 96.1% | 62.9%+33.2pp | 76.7%+19.4pp | 69.3%+26.7pp |
| Annual return | 8.34% | 22.52%-14.2pp | 32.56%-24.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,143 | $1,731-33.9% | $4,002-71.4% | $2,281-49.9% |
| Participant deferral / active EE | $4,798 | $3,158+51.9% | $4,7970% | $3,203+49.8% |
| Admin fee / account holder | $12,976 | $3,647+255.8% | $8,520+52.3% | $4,296+202.1% |