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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 | $91,921 | $75,183+22.3% | $123,894-25.8% | $55,167+66.6% |
| Participation rate | 94.3% | 72.8%+21.5pp | 81.4%+12.9pp | 69.0%+25.3pp |
| Annual return | 6.70% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $4,307 | $2,823+52.6% | $4,617-6.7% | $1,963+119.5% |
| Participant deferral / active EE | $2,807 | $5,084-44.8% | $5,984-53.1% | $3,054-8.1% |
| Admin fee / account holder | $1,158 | $663+74.7% | $8,357-86.1% | $504+129.7% |