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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 | $109,886 | $98,776+11.2% | $149,745-26.6% | $79,856+37.6% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.5pp |
| Annual return | 18.80% | 27.38%-8.6pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,961 | $3,217-39.1% | $4,646-57.8% | $2,471-20.7% |
| Participant deferral / active EE | $6,505 | $5,681+14.5% | $6,843-4.9% | $3,741+73.9% |
| Admin fee / account holder | $527 | $6,053-91.3% | $9,312-94.3% | $5,306-90.1% |