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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 | $98,976 | $54,541+81.5% | $78,778+25.6% | $70,126+41.1% |
| Participation rate | 93.3% | 60.8%+32.5pp | 69.2%+24.1pp | 69.5%+23.8pp |
| Annual return | 19.34% | 21.07%-1.7pp | 35.62%-16.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $4,605 | $1,089+323.1% | $1,986+131.9% | $2,343+96.6% |
| Participant deferral / active EE | $4,495 | $2,210+103.4% | $2,958+51.9% | $3,332+34.9% |
| Admin fee / account holder | $756 | $3,709-79.6% | $5,134-85.3% | $4,645-83.7% |