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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 | $91,869 | $95,404-3.7% | $113,397-19.0% | $82,637+11.2% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.5%+18.9pp | 68.1%+27.3pp |
| Annual return | 51.75% | 19.08%+32.7pp | 23.20%+28.5pp | 53.51%-1.8pp |
| Employer contribution / active EE | $2,052 | $2,307-11.0% | $2,977-31.1% | $2,552-19.6% |
| Participant deferral / active EE | $5,562 | $4,220+31.8% | $5,076+9.6% | $4,126+34.8% |
| Admin fee / account holder | $20,439 | $9,168+122.9% | $11,957+70.9% | $7,339+178.5% |