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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 | $103,615 | $70,418+47.1% | $96,570+7.3% | $85,847+20.7% |
| Participation rate | 94.4% | 61.8%+32.6pp | 69.8%+24.5pp | 69.3%+25.0pp |
| Annual return | 14.84% | 18.59%-3.7pp | 37.79%-22.9pp | 318.61%-303.8pp |
| Employer contribution / active EE | $1,515 | $1,413+7.2% | $2,357-35.7% | $2,565-40.9% |
| Participant deferral / active EE | $1,928 | $2,894-33.4% | $3,849-49.9% | $3,952-51.2% |
| Admin fee / account holder | $5,881 | $4,995+17.7% | $6,182-4.9% | $6,261-6.1% |