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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 | $92,629 | $47,944+93.2% | $67,834+36.6% | $62,881+47.3% |
| Participation rate | 93.4% | 61.1%+32.4pp | 68.8%+24.6pp | 69.3%+24.1pp |
| Annual return | 8.02% | 11.77%-3.7pp | 138.47%-130.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,603 | $1,562+2.6% | $2,403-33.3% | $2,281-29.7% |
| Participant deferral / active EE | $4,521 | $2,247+101.2% | $3,160+43.1% | $3,203+41.1% |
| Admin fee / account holder | $2,828 | $3,712-23.8% | $4,622-38.8% | $4,296-34.2% |