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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 | $109,171 | $77,638+40.6% | $156,551-30.3% | $62,881+73.6% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 7.51% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,521 | $3,444-55.8% | $5,501-72.4% | $2,281-33.3% |
| Participant deferral / active EE | $3,704 | $3,046+21.6% | $4,871-24.0% | $3,203+15.6% |
| Admin fee / account holder | $2,778 | $5,561-50.0% | $13,028-78.7% | $4,296-35.3% |