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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 | $99,030 | $78,520+26.1% | $96,576+2.5% | $82,448+20.1% |
| Participation rate | 97.1% | 77.7%+19.4pp | 81.4%+15.7pp | 68.1%+29.1pp |
| Annual return | 15.97% | 41.30%-25.3pp | 38.47%-22.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $415 | $2,630-84.2% | $3,553-88.3% | $2,551-83.7% |
| Participant deferral / active EE | $5,596 | $6,754-17.1% | $7,956-29.7% | $4,139+35.2% |
| Admin fee / account holder | $4,772 | $13,455-64.5% | $11,381-58.1% | $7,234-34.0% |