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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 | $86,012 | $77,574+10.9% | $108,753-20.9% | $86,983-1.1% |
| Participation rate | 94.9% | 62.3%+32.6pp | 71.1%+23.8pp | 69.5%+25.3pp |
| Annual return | 14.71% | 18.42%-3.7pp | 37.47%-22.8pp | 25.83%-11.1pp |
| Employer contribution / active EE | $3,851 | $1,611+139.1% | $2,427+58.7% | $2,584+49.0% |
| Participant deferral / active EE | $1,588 | $3,128-49.3% | $4,115-61.4% | $4,194-62.1% |
| Admin fee / account holder | $2,767 | $6,529-57.6% | $10,320-73.2% | $7,856-64.8% |