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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 | $97,732 | $65,685+48.8% | $57,181+70.9% | $273,968-64.3% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 4.37% | 21.99%-17.6pp | 14.59%-10.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,940 | $3,279-40.8% | $2,682-27.7% | $4,869-60.2% |
| Participant deferral / active EE | $2,250 | $3,781-40.5% | $3,096-27.3% | $5,287-57.4% |
| Admin fee / account holder | $1,914 | $4,835-60.4% | $3,139-39.0% | $10,132-81.1% |