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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 | $82,990 | $98,776-16.0% | $149,745-44.6% | $79,856+3.9% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 15.15% | 27.38%-12.2pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,659 | $3,217+44.8% | $4,646+0.3% | $2,471+88.5% |
| Participant deferral / active EE | $5,731 | $5,681+0.9% | $6,843-16.2% | $3,741+53.2% |
| Admin fee / account holder | $1,474 | $6,053-75.7% | $9,312-84.2% | $5,306-72.2% |