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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 | $99,589 | $76,407+30.3% | $150,298-33.7% | $82,448+20.8% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 16.44% | 39.99%-23.6pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,266 | $2,614-13.3% | $4,154-45.5% | $2,551-11.2% |
| Participant deferral / active EE | $5,893 | $3,214+83.3% | $5,453+8.1% | $4,139+42.4% |
| Admin fee / account holder | $756 | $6,352-88.1% | $14,116-94.6% | $7,234-89.5% |