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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 | $99,829 | $101,778-1.9% | $164,975-39.5% | $80,925+23.4% |
| Participation rate | 98.3% | 71.8%+26.4pp | 78.6%+19.7pp | 67.7%+30.6pp |
| Annual return | 11.37% | 16.73%-5.4pp | 70.12%-58.7pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,248 | $2,954-23.9% | $4,343-48.2% | $2,756-18.4% |
| Participant deferral / active EE | $4,796 | $4,477+7.1% | $6,033-20.5% | $4,299+11.6% |
| Admin fee / account holder | $1,425 | $8,221-82.7% | $12,688-88.8% | $6,940-79.5% |