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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 | $99,363 | $49,249+101.8% | $70,476+41.0% | $79,852+24.4% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 15.24% | 30.09%-14.9pp | 109.12%-93.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $743 | $2,100-64.6% | $2,738-72.8% | $2,471-69.9% |
| Participant deferral / active EE | $7,421 | $2,769+168.0% | $3,710+100.0% | $3,740+98.4% |
| Admin fee / account holder | $15,760 | $2,878+447.6% | $3,847+309.7% | $5,306+197.0% |