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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 | $64,729+68.4% | $112,263-2.9% | $68,490+59.1% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | 6.73% | -11.40%+18.1pp | 27.49%-20.8pp | -7.85%+14.6pp |
| Employer contribution / active EE | $3,925 | $2,746+42.9% | $3,636+7.9% | $2,597+51.1% |
| Participant deferral / active EE | $3,929 | $3,566+10.2% | $4,729-16.9% | $4,028-2.4% |
| Admin fee / account holder | $4,875 | $5,222-6.6% | $6,410-24.0% | $5,403-9.8% |