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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 | $108,987 | $64,706+68.4% | $112,244-2.9% | $68,498+59.1% |
| Participation rate | 96.7% | 67.1%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | 6.73% | -11.40%+18.1pp | 27.46%-20.7pp | -7.84%+14.6pp |
| Employer contribution / active EE | $3,925 | $2,746+42.9% | $3,635+8.0% | $2,596+51.2% |
| Participant deferral / active EE | $3,929 | $3,565+10.2% | $4,728-16.9% | $4,027-2.4% |
| Admin fee / account holder | $4,875 | $5,231-6.8% | $6,411-24.0% | $5,403-9.8% |