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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 | $106,343 | $86,298+23.2% | $111,308-4.5% | $85,847+23.9% |
| Participation rate | 90.7% | 73.3%+17.4pp | 77.3%+13.4pp | 69.3%+21.4pp |
| Annual return | 12.14% | 19.99%-7.8pp | 54.67%-42.5pp | 318.61%-306.5pp |
| Employer contribution / active EE | $891 | $2,044-56.4% | $2,732-67.4% | $2,565-65.3% |
| Participant deferral / active EE | $4,751 | $3,641+30.5% | $4,487+5.9% | $3,952+20.2% |
| Admin fee / account holder | $1,254 | $8,189-84.7% | $7,965-84.3% | $6,261-80.0% |