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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 | $93,312 | $94,031-0.8% | $115,768-19.4% | $82,448+13.2% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.4%+23.2pp | 68.1%+29.6pp |
| Annual return | 12.50% | 20.61%-8.1pp | 100.46%-88.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,238 | $2,323+39.3% | $2,940+10.1% | $2,551+26.9% |
| Participant deferral / active EE | $7,683 | $3,972+93.5% | $4,917+56.3% | $4,139+85.6% |
| Admin fee / account holder | $28,913 | $10,249+182.1% | $12,439+132.4% | $7,234+299.7% |