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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 | $93,203 | $87,733+6.2% | $106,551-12.5% | $85,856+8.6% |
| Participation rate | 98.6% | 71.9%+26.6pp | 76.1%+22.4pp | 69.3%+29.2pp |
| Annual return | 16.89% | 21.86%-5.0pp | 26.80%-9.9pp | 318.58%-301.7pp |
| Employer contribution / active EE | $5,376 | $2,073+159.3% | $2,819+90.7% | $2,565+109.6% |
| Participant deferral / active EE | $6,324 | $3,469+82.3% | $4,398+43.8% | $3,952+60.0% |
| Admin fee / account holder | $2,049 | $6,767-69.7% | $7,408-72.3% | $6,261-67.3% |