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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 | $108,525 | $73,978+46.7% | $96,515+12.4% | $75,173+44.4% |
| Participation rate | 95.0% | 66.4%+28.6pp | 74.3%+20.7pp | 67.2%+27.8pp |
| Annual return | 17.56% | 26.72%-9.2pp | 35.73%-18.2pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,382 | $2,931-52.8% | $3,740-63.0% | $2,671-48.3% |
| Participant deferral / active EE | $11,167 | $3,660+205.1% | $4,880+128.8% | $4,126+170.6% |
| Admin fee / account holder | $4,766 | $5,219-8.7% | $6,735-29.2% | $5,651-15.6% |