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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 | $79,650 | $65,961+20.8% | $180,320-55.8% | $94,015-15.3% |
| Participation rate | 92.1% | 61.3%+30.8pp | 71.5%+20.6pp | 70.8%+21.3pp |
| Annual return | 12.22% | 14.27%-2.0pp | 778.54%-766.3pp | 17.84%-5.6pp |
| Employer contribution / active EE | $1,596 | $1,737-8.2% | $4,108-61.2% | $2,790-42.8% |
| Participant deferral / active EE | $3,861 | $3,003+28.6% | $4,304-10.3% | $4,249-9.1% |
| Admin fee / account holder | $3,809 | $4,901-22.3% | $10,000-61.9% | $8,951-57.5% |