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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 | $96,234 | $86,288+11.5% | $111,306-13.5% | $85,851+12.1% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.3pp | 69.3%+27.3pp |
| Annual return | 13.40% | 19.99%-6.6pp | 54.67%-41.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,225 | $2,044-40.1% | $2,732-55.2% | $2,565-52.3% |
| Participant deferral / active EE | $4,319 | $3,641+18.6% | $4,488-3.8% | $3,952+9.3% |
| Admin fee / account holder | $2,016 | $8,189-75.4% | $7,966-74.7% | $6,261-67.8% |