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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 | $84,588 | $91,037-7.1% | $71,671+18.0% | $147,586-42.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.99% | 20.48%+1.5pp | 20.65%+1.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $783 | $3,327-76.5% | $2,460-68.2% | $4,876-83.9% |
| Participant deferral / active EE | $4,832 | $4,498+7.4% | $3,438+40.5% | $5,439-11.2% |
| Admin fee / account holder | $2,193 | $8,613-74.5% | $5,558-60.5% | $10,886-79.9% |